- We are seeking a results-driven Relationship Manager to acquire and manage relationships with HNIs, UHNIs, family offices, corporate clients, wealth managers, and institutional investors.

- The role involves understanding clients financial goals and recommending suitable wealth products, including mutual funds, PMS, AIFs, bonds, fixed-income products, unlisted shares, pre-IPO investments, insurance, and other investment solutions.

Key Responsibilities : -

- Acquire new clients through networking, referrals, and market outreach.

- Build and maintain long-term client relationships.

- Understand clients financial goals, investment preferences, and risk appetite.

- Recommend suitable wealth and investment products.

- Explain product benefits, risks, returns, liquidity, and suitability.

- Support clients with onboarding, documentation, transactions, and post-investment servicing.

- Conduct portfolio reviews and suggest diversification opportunities.

- Achieve individual and team revenue targets.

- Identify cross-selling and upselling opportunities.

- Stay updated on financial markets, IPOs,



regulations, and investment opportunities.

- Maintain accurate records of client interactions, sales activities, and transactions.

Required Skills and Qualifications : -

- Bachelors or masters degree in Finance, Business Administration, Commerce, Economics, or a related field.

- Minimum 1 year of experience in wealth management, financial services, investment advisory, private equity, or unlisted equity distribution.

- Good knowledge of capital markets and wealth management products.

- Robust sales, negotiation, communication, and relationship-management skills.

- Target-oriented, self-driven, and able to work independently.

- High level of integrity and professionalism.

Preferred Candidate Profile : -

- Existing network of HNI, UHNI, corporate, family office, or institutional clients.

- Proven experience in client acquisition and revenue generation.

- Experience handling high-value investment transactions.

📌 Relationship Manager- Wealth Products (Mumbai)
🏢 DigiRecruitx
📍 Mumbai