Job Overview:

The Relationship Manager for Wealth Management (HNI) will be responsible for managing a portfolio of high-net-worth individuals (HNI), providing them with comprehensive financial advice, solutions, and services tailored to their specific needs. This role requires an individual with strong relationship-building skills, extensive knowledge of wealth management products and services, and the ability to offer personalized investment strategies and solutions.

Key Responsibilities:
- Client Relationship Management:
- Develop and maintain strong, long-term relationships with existing and prospective HNI clients.
- Regularly meet clients to understand their financial goals, objectives, and risk tolerance.
- Serve as the primary point of contact for clients, providing exceptional customer service and personalized solutions.
- Ensure high levels of client satisfaction and retention through continuous engagement and timely follow-ups.

Financial Advisory & Planning:
- Provide bespoke financial planning and advisory services to HNI clients, including investment, estate planning,



tax strategies, and retirement planning.
- Advise clients on a wide range of wealth management products including equities, fixed income, alternative investments, mutual funds, insurance, and more.
- Regularly review and assess client portfolios, providing tailored investment strategies to align with their evolving financial goals.

Investment & Portfolio Management:
- Monitor and analyse clients' portfolios to ensure they align with their financial objectives.
- Recommend appropriate investment opportunities and adjustments based on market trends, economic factors, and individual preferences.
- Collaborate with internal teams (research, trading, product specialists) to provide clients with cutting-edge solutions.

Business Development & Acquisition:
- Identify current business opportunities within the HNI segment through networking, referrals, and other channels.
- Proactively seek to expan

📌 Market Lead (Ludhiana)
🏢 XpertReach
📍 Ludhiana