Share India - Wealth Partner

Job Title: Wealth Partner (Senior Relationship Manager)

Location: Noida Sector - 64
Work Mode - 5 Days

Job Summary

We are seeking an experienced Wealth Partner (Senior Relationship Manager) to manage and grow relationships with HNI/UHNI clients. The ideal candidate will have strong expertise in wealth advisory, portfolio management, and investment products, along with a proven track record of managing a large AUM (70 Cr+).

Key Responsibilities

• Manage and grow a portfolio of HNI/UHNI clients in Delhi NCR
• Provide customized investment advisory and wealth management solutions
• Handle and manage AUM of 70 Cr and above
• Drive revenue growth through cross-selling of financial products
• Acquire new clients through networking, referrals, and market leads
• Build long-term relationships and ensure high client satisfaction
• Stay updated with market trends and recommend suitable investment strategies.

Key Requirements

• Minimum 5+ years of experience in Private Banking / Wealth Management
• Must be currently managing AUM of 70 Cr or more
• Strong experience in handling HNI/UHNI clients
• Proven track record in sales and client acquisition
• Existing client base in Delhi NCR preferred
• Experience in NRI Banking & Investments is a plus
• Currently employed (Immediate joiners preferred / No long notice period)
• Stable career with no employment gaps

Certifications (Any)

• NISM Series VA (Mutual Fund)
• NISM Series XXI-A (PMS)
• NISM Series VIII (Derivatives - if applicable)
• IRDA Certification

Preferred Skills

• Strong communication & relationship management skills
• High negotiation and sales ability
• Market knowledge and financial acumen
• Client-centric approach