Wealth Relationship Manager

Location

Pune, Maharashtra, India

Salary

Not specified

Company

Akash pawar

Job description

• Role & Company / Project Overview We are hiring a passionate and experienced Wealth Relationship Manager to join a leading financial services organization. This role focuses on managing wealth management portfolios, cultivating high-net-worth client relationships, and driving financial services growth. • Key Responsibilities & Daily Duties - Manage and strengthen relationships with HNI and affluent clients - Acquire new clients and build a strong customer portfolio - Identify client needs and offer suitable wealth management solutions - Drive business growth through cross-selling and upselling financial products - Deliver excellent customer service and maintain long-term client relationships • Required Qualifications, Skills & Experience - Minimum 2 years of relevant experience in Wealth Management / Banking / Financial Services - Strong relationship management and client acquisition skills - Excellent communication and interpersonal skills - Good understanding of financial products and investment solutions • Working Hours, Shifts & Location Details - Location: Pune, Maharashtra, India - Working arrangement: Onsite • Compensation & Benefits - Compensation details not specified • Application Instructions - Interested candidates can share their updated CV or reach out via direct message or contact details provided.