Our Client The client is a technology-enabled financial services firm operating in the wealth and investment advisory space The organisation focuses on research-led advisory solutions for affluent clients offering a diversified range of investment products while maintaining solid governance and compliance standards Title Relationship Manager RM Location GurgaonEducation GraduateExperience 3 - 8 years in Wealth ManagementAbout the Role The Relationship Manager RM will be responsible for managing affluent client portfolios acquiring new clients and delivering high-quality investment advice The role works closely with Advisors Investment Analysts to ensure effective advisory execution strong client outcomes and consistent engagement Key Responsibilities 1 Client Management - Manage and grow affluent client portfolios- Conduct periodic portfolio reviews and performance discussions- Build long-term trusted client relationships2 Client Acquisition Business Development - Acquire new clients through referrals professional networks and relationship-building- Develop and maintain a strong personal and professional network- Contribute to overall business growth and revenue targets3 Advisory Execution - Work closely with Advisors Investment Analysts to design and deliver investment solutions- Ensure accurate documentation of investment advice and recommendations- Adhere to internal processes and regulatory guidelines4 CRM Platform Usage - Maintain sales funnels client records and activity updates in the CRM- Effectively use digital platforms and AI-enabled RM tools RM Co-Pilot to enhance productivity and client engagementRequirement - 3-8 years of experience in affluent HNI wealth management- Strong client acquisition and relationship-building ability- Excellent communication and presentation skills- Client-centric mindset with a good understanding of investment advisory products ref updazz com