Private Wealth | Relationship Manager
Waytogo Consultants
5 - 10 years
Chennai
Posted: 24/12/2025
Getting a referral is 5x more effective than applying directly
Job Description
- Acquire new HNI / UHNI clients through referrals, market mapping, and professional networks.
- Manage and deepen existing client relationships with a portfolio-based approach .
- Act as a single point of contact for clients banking and investment needs.
- Provide tailored wealth management solutions including:
- Mutual Funds, PMS, AIFs
- Bonds, Fixed Income & Structured Products
- Insurance (Life, Health, General)
- Global Investment Products (as permitted)
- Conduct detailed financial planning, asset allocation, and portfolio reviews .
- Collaborate with product specialists and investment advisors to deliver customized solutions.
- Achieve AUM, fee income and cross-sell targets .
- Increase wallet share through advisory-led selling.
- Monitor portfolio performance and proactively identify opportunities.
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