Location: Bengaluru

Experience: 5–8 Years

Education: Any Graduate / Post Graduate

About the Role

We'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 Responsibilities

- Manage 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 new 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.





Requirements

- 5–8 years of experience in Wealth Management, Private Banking, Investment Advisory, or Financial Distribution.
- Robust 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.

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📌 Senior Relationship Manager (Bengaluru)
🏢 Hireginie
📍 Bengaluru