Position: Wealth Advisor (Relationship Manager)

Location: Delhi NCR

About the Role

We are seeking an experienced Wealth Advisor (Relationship Manager) to manage and grow a portfolio of High Net-Worth Individuals (HNIs) and Ultra High Net-Worth Individuals (UHNIs). The role involves delivering customized investment solutions, managing client relationships, and driving revenue through wealth products.

Key Responsibilities

• Manage and grow a portfolio of HNI/UHNI clients with a strong focus on relationship building.
• Handle Assets Under Management (AUM) of ₹50–70 Cr or more.
• Provide tailored financial advisory and portfolio management services.
• Identify client needs and recommend suitable investment products.
• Drive revenue through cross-selling and upselling of wealth products.
• Stay updated on market trends and invest...