Relationship Manager - Wealth Management

Job Description

• The Relationship Manager will be responsible for bringing their existing HNI clients and building a strong client book.
• Maintaining client relationships and generate AUM
• Advising clients on their Investments and managing their overall financial portfolio.
• Track the HNI Client segment in the market for new client acquisition
• Organizing seminars, workshops, and other business development initiatives to enhance client engagement and lead generation.
• Coordinating with product and research teams for customized investment strategies aligned to client goals.

Qualifications & Experience

• MBA/PGDM (preferred) or Graduate in Finance/Marketing; CFP certification is an added advantage.
• Minimum 5 years' experience in HNI client acquisition, financial planning & relationship management in BFSI sector.
• Strong communication, interpersonal &analytical skills with in-depth market knowledge and client engagement capabilities.

Job Type: Full-time

Pay: ₹800,000.00 - ₹1,500,000.00 per year

Application Question(s):

• Do you have your own HNI Clients?

Experience:

• HNI client acquisition: 5 years (Required)
• Financial planning in BFSI sector: 5 years (Required)
• relationship management in BFSI sector : 5 years (Required)

Work Location: In person