Job Description – Senior Relationship Manager (Wealth Management)
Department - Sales – Wealth Management
Employment Type - Full time
Locations - Mumbai, Chennai, Bangalore, Hyderabad, Indore, Bhopal

About the Role
We are looking for an experienced Senior Relationship Manager to manage and grow relationships with High Net Worth Individuals (HNI) by providing customized wealth management and investment solutions. The ideal candidate should have robust expertise in investment products, client acquisition, portfolio management, and financial advisory while consistently achieving business targets.

Key Responsibilities
Build and manage relationships with High Net Worth (HNI) clients.
Acquire recent HNI clients through referrals, networking, and business development.
Understand clients' financial goals and recommend suitable investment solutions.
Offer investment products including:
Mutual Funds
Equities
Debt Products
Structured Products
Real Estate Investment Products
Manage and grow client investment portfolios.




Increase wallet share through cross-selling and upselling financial products.
Ensure high customer satisfaction through exceptional service.
Monitor portfolio performance and provide timely investment advice.
Work closely with research, investment, and compliance teams.
Conduct client meetings, investment reviews, and wealth planning discussions.
Organize client engagement events and business development activities.
Achieve monthly, quarterly, and annual revenue targets.

Required Skills
Wealth Management
HNI Relationship Management
Portfolio Management
Investment Advisory
Mutual Funds
Equity Markets
Financial Planning
Cross Selling
Client Acquisition
Business Development
Financial Markets Knowledge
Communication & Negotiation Skills

Qualifications
Graduate or Postgraduate in any discipline.
NISM certification is preferred.

Experience
3–10 Years in Wealth Management, Private Banking, Investment Advisory, or Financial Services.

📌 Relationship Manager Wealth Mumbai
🏢 Plutus Solutions
📍 Mumbai