Veerwal Getwork Services
Relationship Wealth Manager
2 months ago
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Important information
Contract type:
Permanent
Salary:
₹600,000 – ₹800,000 / year
Location:
Bhopal, Madhya Pradesh, India
Work mode:
Onsite
Published on:
7 September 2026
What they need
* Manage and build strong relationships with HNI and affluent clients
* Acquire new clients and generate business through referrals and market activities
* Understand clients financial goals and provide suitable investment solutions
* Manage and grow the existing client portfolio and AUM
* Cross-sell financial and investment products such as Mutual Funds, Insurance, Bonds, PMS, etc.
* Develop long-term relationships with clients and ensure excellent customer service
* Achieve assigned sales, revenue and business targetsRole & responsibilities
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