– Relationship Manager (HNI / Wealth Management)

Location: Bengaluru

Experience: 2–8 Years

Industry: NBFC / Banking / Wealth Management About the Role

We are looking for a seasoned Relationship Manager – HNI / Wealth Management to manage and grow a portfolio of high-net-worth clients. The role involves delivering customized wealth solutions, deepening client relationships, and driving revenue through advisory-led product distribution. Key Responsibilities

Client Acquisition & Portfolio Management

Acquire and manage a portfolio of HNI / Ultra HNI clients Build long-term relationships based on trust, service, and performance Manage client portfolios with a focus on growth, retention, and profitability Wealth Advisory & Financial Planning

Understand client financial goals, risk appetite, and investment horizon Provide tailored investment strategies across asset classes Offer holistic wealth solutions including investment planning, tax optimization, and estate considerations Product Distribution & Revenue Generation

Drive revenue through advisory and distribution of wealth products: Mutual Funds (Equity, Debt, PMS, AIF) Insurance (Life & General) Structured Products / Bonds / Fixed Income Achieve AUM growth and revenue targets Maximize wallet share and cross-sell opportunities Client Engagement & Servicing

Conduct regular portfolio reviews and performance discussions Provide market insights, investment updates, and proactive recommendations Ensure best-in-class service experience and quick resolution of client queries Business Development

Generate new HNI leads through referrals, networks,



and industry connections Leverage existing relationships to expand client base Collaborate with internal teams for seamless execution Compliance & Risk Management

Ensure adherence to regulatory guidelines and internal compliance Maintain proper documentation and client profiling (KYC, risk assessment) Candidate Profile

Educational Qualification

Graduate/Postgraduate in Finance, MBA preferred Certifications like NISM, CFP, CFA (preferred but not mandatory) Experience

2–8 years of experience in Wealth Management / Private Banking / HNI RM role Proven track record of managing HNI clients and achieving AUM/revenue targets Key Skills & Competencies

Strong understanding of wealth products (MF, PMS, AIF, Bonds, Insurance) Excellent client relationship and stakeholder management skills High level of financial acumen and advisory capability Strong networking and business development skills Ability to engage with affluent clients with professionalism and confidence Target-driven with a consultative selling approach Key Performance Indicators (KPIs)

Assets Under Management (AUM) growth Revenue generation (fees, commissions, cross-sell) Client acquisition (HNI segment) Client retention and satisfaction Product penetration and wallet share Compensation & Perks

Competitive fixed salary + high-performance incentives Opportunity to manage premium HNI client base Career progression in Wealth / Private Banking Application Process

Interested candidates can apply via Naukri / LinkedIn or share their resume at:

? [email protected]

? 63648 33952

📌 Relationship Manager (Chennai)
🏢 BlissMoney Fintech
📍 Chennai