Wealth Management Relationship Role

Role Overview

This role is for relationship professionals who understand investment products and can build trust with HNI or Ultra HNI clients.

What You Will Do

• Manage wealth relationships and financial product conversations.
• Discuss mutual funds, SIP, demat, PMS, and AIF products.
• Build and retain HNI client relationships.
• Coordinate with internal product and advisory teams.

Good Fit If

• You have wealth, broking, or financial services experience.
• You can explain risk and product fit responsibly.
• You hold or are pursuing CFP, CFA, or MBA finance credentials.