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18 Sharekhan Jobs
Relationship Wealth Manager
3-8 years
₹ 3.5 - 7.5L/yr
Ahmedabad, Rajkot, Vadodara
1 vacancy
Relationship Wealth Manager
Sharekhan
posted 5d ago
Job Role Insights
Fixed timing
Key skills for the job
Job Description
Roles and Responsibilities
- Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing ones.
- Provide personalized investment solutions through mutual funds, PMS, and other financial products.
- Identify cross-selling opportunities for insurance, retail sales, and third-party products to increase revenue streams.
- Develop and maintain strong relationships with internal stakeholders to ensure seamless delivery of services.
- Monitor market trends and economic indicators to provide expert advice on portfolio management.
Employment Type: Full Time, Permanent
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Sharekhan Benefits
Job Training 
Soft Skill Training 
Health Insurance 
Work From Home 
Team Outings 
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