Affluent RM_Nashik

Job Description:

The Affluent RM is responsible for managing a portfolio of affluent / HNI clients, driving wealth product penetration, AUM growth, and revenue generation through strong relationship management and investment advisory.

• Manage a portfolio of affluent / HNI customers
• Deepen relationships and increase wallet share
• Ensure high-quality client engagement & retention
• Promote and sell:
  • Mutual Funds
  • Insurance (Life & General)
  • PMS / AIF / Structured Products
  • Fixed Income Products
• Achieve AUM growth targets
• Drive income through:
  • Cross-selling banking & wealth products
  • Increasing product penetration per client
• Meet monthly/quarterly revenue targets
• Provide investment advisory based on risk profiling
• Suggest asset allocation strategies
• Support clients in financial planning decisions
• Maintain strong relationships with HNI/affluent clients
• Handle escalations and ensure premium service delivery
• Regular portfolio reviews and engagement calls

Desired Profile / Criteria / Skills :

• Graduate (Mandatory)
• MBA / PGDM (Finance / Marketing / Banking) preferred
• Wealth management certifications (NISM / AMFI) added advantage
• 3–10 years experience in:
  • Wealth Management / Private Banking / Affluent Banking
  • Broking / Mutual Fund distribution / Financial advisory
• Strong exposure to HNI/UHNI client handling
• Proven track record in AUM growth & revenue generation
• Relationship Management (HNI / Affluent segment)
• Wealth Advisory & Financial Planning
• Sales & Business Development
• Portfolio Management
• Cross-selling & Upselling
• Investment product knowledge (MF, PMS, Insurance, Bonds)