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First Wealth Relationship Manager
Synergy Innovation
Posted 15 hours ago
Experience
4-10 years
Location
Delhi, Noida, Chandigarh
Salary
5-14 LPA
Results-driven First Wealth Relationship Manager experienced in managing affluent/HNI clients, driving AUM growth, and delivering tailored investment solutions. Skilled in client acquisition, portfolio management, cross-selling financial products, and building long-term relationships while achieving revenue and sales targets.
Wealth ManagementFirst Wealth / Affluent BankingHNI Client HandlingRelationship ManagementPortfolio ManagementInvestment AdvisoryMutual Funds SalesInsurance SalesCross-Selling & UpsellingRevenue GenerationAUM GrowthClient AcquisitionFinancial PlanningRisk ProfilingCustomer RetentionBanking & Financial ServicesKYC & ComplianceSales Targets Achievement
0 applied10 openingsDeadline 2026-04-30
