Sr. Wealth Management - Relationship Manager

Key Responsibilities:

Minimum 7+yr. Exp. in Wealth Management.

• Client Acquisition & Portfolio Management:

Acquire high-net-worth clients (HNIs) and manage their investment portfolios across multiple asset classes, including debt, equity, and structured products. •

Investment Advisory: Provide strategic financial advice in line with the client's financial goals, risk appetite, and market outlook.

• Product Knowledge & Cross-Selling: Deep understanding of investment products such as bonds, PMS, AIFs, mutual funds, insurance, and alternative investments.

• Relationship Management: Build long-term relationships by providing consistent support, conducting portfolio reviews, and maintaining high service standards.

• Compliance & Documentation: Ensure all client documentation, investment processes, and transactions comply with SEBI and internal regulatory guidelines.

• Business Development: Achieve revenue targets through effective upselling/cross-selling and expanding the client base.

Candidate Profile: • Graduate/Postgraduate in Finance, Business, or a related field

• NISM certifications (Series V-A or relevant) preferred

• Strong interpersonal and communication skills

• Existing client base/AUM of 1 Cr+ preferred

• Proven ability to work independently and as part of a team

• Strong analytical and financial planning skills

What We Offer: • Access to best-in-class products and research

• High-performance culture with attractive incentive structure

• Regular training & development

• Opportunity to grow into senior wealth advisory roles

Job Types: Full-time, Permanent

Pay: ₹3,500,000.00 - ₹5,000,000.00 per year

Work Location: In person