Wealth Relationship Manager

HNI/ UHNI/ Wealth Relationship Manager - Mumbai/Pune Description: Job Description: - Build and maintain strong, long-term relationships with a portfolio of high-net-worth clients. - Understand clients financial goals and risk tolerance to provide customized investment, insurance, and wealth planning solutions. - Conduct regular portfolio reviews and recommend adjustments based on market conditions and client needs. - Work closely with internal product specialists (investment advisors, insurance experts, etc.) to deliver comprehensive financial solutions. - Proactively identify new business opportunities through referrals, networking, and cross-selling. - Stay updated on market trends, financial products, and regulatory changes to provide up-to-date advice. - Ensure compliance with regulatory and internal risk management policies. - Prepare and present periodic performance reports to clients. - Achieve sales and revenue targets as set by the business.