Location: BengaluruExperience: 5–8 YearsEducation: Any Graduate / Post GraduateAbout the RoleWe're looking for an experienced Senior Relationship Manager to manage and grow HNI/UHNI client portfolios, provide customized investment solutions, and drive business growth through exceptional relationship management.Key ResponsibilitiesManage and grow HNI/UHNI client portfolios.Understand client goals, risk appetite, and financial needs.Advise on Mutual Funds, PMS, AIFs, Bonds, Structured Products, and Insurance.Acquire current clients through referrals, networking,
and market intelligence.Conduct portfolio reviews and financial planning discussions.Monitor market trends and provide proactive investment advice.Achieve AUM and revenue growth targets while ensuring regulatory compliance.Requirements5–8 years of experience in Wealth Management, Private Banking, Investment Advisory, or Financial Distribution.Strong knowledge of wealth and investment products across asset classes.Excellent relationship management, communication, and presentation skills.Experience handling HNI/UHNI clients and driving client acquisition.Preferred Certifications: NISM, Investment Adviser Level XXI, VA, XA & XB.About Hireginie: Hireginie Talent Cloud is a leading talent search firm connecting top professionals with leading organizations across industries.