Relationship Manager

About the Role:

Relationship Manager – Wealth Management

This role demands strong financial acumen, excellent client relationship skills, and the ability to offer strategic investment advice across multiple asset classes.

Key Responsibilities:

Client Relationship & Portfolio Management

• Manage a portfolio of HNI clients and provide end-to-end wealth management solutions.
• Identify client investment needs through profiling and risk assessment.
• Recommend and sell a curated mix of investment products including Mutual Funds, PMS, AIFs, Bonds, Equities, Real Estate Funds, etc.
• Deepen wallet share through effective cross-selling and upselling strategies.
• Ensure high customer satisfaction and retention through proactive service.

Business Development

• Acquire new HNI clients through personal networks, referrals, and business development initiatives.
• Conduct financial planning and investment advisory for prospective clients.
• Collaborate with internal teams to organize micro-events and client acquisition campaigns.

Product & Market Expertise

• Stay updated on market trends, regulatory developments, and new financial products.
• Provide insights and updates to clients on their portfolios and market movements.
• Monitor and ensure strong portfolio performance and income generation per customer.

Required Skills & Competencies:

• Proven experience in Wealth Management / Financial Advisory / Private Banking.
• Strong understanding of investment products and financial markets.
• Excellent interpersonal, communication, and negotiation skills.
• Self-driven, result-oriented, and customer-focused.
• Analytical mindset with compliance orientation.

Perks:

• Opportunity to work with a fast-growing wealth management platform.
• Attractive performance-based incentives.
• Access to exclusive product offerings and research tools.