Job Title: Senior Relationship Manager – Wealth Management

Location: Hyderabad (or specify any other location)

Experience: 5–6 Years

Industry: Wealth Management

About the Role

We are seeking a highly motivated and experienced Relationship Manager – Wealth Management to build and manage relationships with High Net Worth Individuals (HNIs) and Non-Resident Indian (NRI) clients. This role requires a strong blend of client management, financial advisory, and sales capabilities, with a focus on driving revenue through tailored wealth management solutions.

The ideal candidate will have a deep understanding of investment products, a strong existing network, and the ability to deliver personalized financial strategies while maintaining long-term client trust.

Key Responsibilities

Client Acquisition & Portfolio Growth

Identify, acquire, and onboard new HNI and NRI clients through referrals, networking, and market outreach

Develop and execute strategies to expand the existing client base and increase Assets Under Management (AUM)

Leverage existing relationships and professional networks to generate new business opportunities

Relationship Management

Build and maintain strong, trusted relationships with clients through regular engagement

Act as the primary point of contact for clients, addressing their financial needs and queries

Ensure high levels of client satisfaction, retention, and loyalty

Wealth Advisory & Financial Planning

Understand client financial goals, risk appetite, and investment horizon

Provide customized investment advisory solutions aligned with client objectives

Structure and recommend portfolios across asset classes including:

Mutual Funds

Portfolio Management Services (PMS)

Insurance and risk products

Alternate investments (if applicable)

Sales & Revenue Generation

Drive revenue through cross-selling and upselling of wealth management products





Achieve assigned sales and revenue targets on a monthly/quarterly basis

Monitor and improve wallet share from existing clients

Market Intelligence & Advisory

Track market trends, economic developments, and financial products

Provide timely market insights and actionable investment recommendations to clients

Educate clients about new products, regulatory updates, and investment opportunities

Compliance & Documentation

Ensure all transactions and advisory services comply with regulatory guidelines

Maintain accurate client records, documentation, and reporting standards

Adhere to internal policies and risk management frameworks

Required Skills & Qualifications

Professional Experience

5–6 years of experience in Wealth Management, Private Banking, or Financial Advisory

Proven experience in managing HNI/NRI client relationships

Demonstrated track record of achieving sales and AUM growth targets

Investment Product Knowledge

Solid technical understanding of:

Mutual Funds (Equity, Debt, Hybrid)

Portfolio Management Services (PMS)

Insurance/Risk Management products

Basic knowledge of equity markets and alternative investments

Client Handling & Sales Skills

Strong relationship management and interpersonal skills

Ability to influence and negotiate effectively with affluent clients

Excellent sales acumen with a consultative approach

Communication & Presentation

Team Management Skills

Strong verbal and written communication skills

Ability to present complex financial concepts in a simple, client-friendly manner

Professional and confident client-facing demeanor

Preferred Qualifications & Certifications

NISM certifications – VA and any other .
PMS Certification

Postgraduate degree in Finance / MBA (Finance) – Preferred

Knowledge of global markets (for NRI clients)

Pay: ₹226,909.14 - ₹1,063,132.46 per year

Benefits:

- Cell phone reimbursement
- Health insurance
- Leave encashment
- Life insurance

Work Location: In person

📌 Senior Relationship Manager (India)
🏢 79th East
📍 India