Key Responsibilities:
- Client Acquisition & Business Development
- Proactively identify, acquire, and onboard new High Net-Worth Individuals (HNIs) and Ultra-HNIs with a relationship size of ₹1 crore and above.
- Leverage existing personal network and strong client relationships to generate recent business opportunities in the assigned geography.
- Conduct regular in-person client meetings, portfolio reviews, and prospecting sessions to achieve targeted growth in Assets Under Management (AUM).
- Relationship Management & Growth
- Build, nurture, and deepen long-term relationships with existing HNI clients to enhance client retention and increase share of wallet.
- Ensure delivery of superior service standards while maintaining high ethical and regulatory compliance in client dealings.
- Coordinate with internal teams across banking divisions to provide holistic financial solutions tailored to clients' needs.
- Financial Planning & Investment Advisory
- Assess customer needs based on risk profile, income, financial goals,



and market outlook to provide personalized financial planning solutions.
- Recommend asset allocation and wealth management strategies across Equity, Debt, Mutual Funds, Alternative Investments, PMS, AIFs, and Structured Products.
- Demonstrate strong knowledge of capital markets, macro-economic trends, and asset classes to provide timely and well-informed investment advice.
- Product & Market Knowledge
- Possess strong technical understanding of investment products, including Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Structured Bonds, Mutual Funds, and Insurance Solutions.
- Stay updated on market movements, product innovations, and regulatory guidelines to ensure client portfolios are aligned with current opportunities and risks.
- Targets & Business Growth
- Consistently deliver assigned sales and revenue targets by developing strategies for cross-selling multiple financial products.
- Work towards growing AUM through

📌 Relationship Manager (India)
🏢 Mintskill HR Solutions
📍 India