Relationship Manager- Wealth Management
Location
gurugram, haryana
Job Type
Full-time
Category
Other-General
Posted
June 18, 2026
RESPONSIBILITIES & TASKS:
- Understand in detail clients investment needs & create a long term Asset Allocation plan.
- Acquire and advise HNI Clients in all asset classes like Debt, Alternate Assets, Equity, Mutual Funds.
- Advice clients with the assistance of in-house experts on their business needs related to Corporate Finance, M & A, and Private Equity.
- Handle the clients’ investment portfolio; the core thrust is on asset allocation and managing complete family wealth.
- Managing client relationships and generating AUM from preferred clients.
- To coordinate with the product and research team for taking investment decisions for the clients as per their financial requirement.
CORE SKILLS & EXPERIENCE REQUIREMENTS
- Complete understanding in...