S
Spotshine Consulting Delhi
Relationship Wealth Manager
2 months ago
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Important information
Contract type:
Permanent
Salary:
₹1,400,000 – ₹1,500,000 / year
Location:
Bhubaneswar, Odisha, India
Work mode:
Onsite
Published on:
2 September 2026
What they need
Roles and Responsibilities :
- Manage relationships with high net worth individuals (HNIs) to identify their financial goals and provide tailored investment solutions.
- Conduct portfolio reviews, analyze market trends, and make recommendations on mutual funds, PMS, and other investment products.
- Develop and maintain strong relationships with existing clients to increase sales revenue through cross-selling opportunities.
- Identify new business prospects within the HNI segment and develop strategies to acquire new clients.
Job Requirements :
- 1-20 years of experience in HNI client handling or similar role in banking or finance industry.
- Strong understanding of mutual funds, PMS, and other investment products.
- Excellent communication skills for effective relationship management with HNIs.
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