About the Role

We are looking for a seasoned Relationship Manager HNI 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

- 2-5 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

- Solid 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

📌 Relationship Manager (Bengaluru)
🏢 BlissMoney Fintech
📍 Bengaluru