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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 3d ago

Job Role Insights

Fixed timing

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

Read full job description

Prepare for Relationship Wealth Manager roles with real interview advice

Top Sharekhan Relationship Wealth Manager Interview Questions

Q1. 1. What are nse and bse? 2. What is derivative market? 3. Name some risk hedging techniques? 4. What is fpo?
Q2. What will you do for companies benefit ? means how will you invite customers
Q3. How to convince clients to invest in share market
View all 43 questions

What people at Sharekhan are saying

Relationship Wealth Manager salary at Sharekhan

reported by 2 employees with 1-13 years exp.
₹4.2 L/yr - ₹5.4 L/yr
24% less than the average Relationship Wealth Manager Salary in India
View more details

What Sharekhan employees are saying about work life

based on 1.1k employees
54%
59%
49%
100%
Strict timing
Monday to Friday
Within city
Day Shift
View more insights

Sharekhan Benefits

Job Training
Soft Skill Training
Health Insurance
Work From Home
Team Outings
Education Assistance +6 more
View more benefits

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