The Relationship Manager will manage and grow a portfolio of HNI clients by providing personalized wealth management and investment advisory services. The role involves acquiring new clients, managing existing relationships, offering suitable investment solutions, increasing wallet share, and driving revenue through wealth products.
Key Responsibilities
- Acquire and manage HNI/UHNI clients.
- Provide investment advisory and wealth management solutions.
- Recommend products such as Mutual Funds, Equities, Debt Products, Structured Products, PMS, AIF, Bonds, and Real Estate Funds.
- Conduct portfolio reviews and performance analysis.
- Cross-sell wealth products and increase client profitability.
- Generate recent business through referrals, networking, and client acquisition initiatives.
Important Requirement
- Only candidates from Wealth Management companies.
- No candidates from Banking/Retail Banking/Priority Banking/Premier Banking backgrounds.