We are looking for a seasoned Relationship Manager HNI / Wealth Management to manage and grow a portfolio of high-net-worth clients. The role involves delivering customized wealth solutions, deepening client relationships, and driving revenue through advisory-led product distribution.
Key Responsibilities
Client Acquisition & Portfolio Management
- Acquire and manage a portfolio of HNI / Ultra HNI clients
- Build long-term relationships based on trust, service, and performance
- Manage client portfolios with a focus on growth, retention, and profitability
Wealth Advisory & Financial Planning
- Understand client financial goals, risk appetite, and investment horizon
- Provide tailored investment strategies across asset classes
- Offer holistic wealth solutions including investment planning, tax optimization, and estate considerations
Product Distribution & Revenue Generation
- Drive revenue through advisory and distribution of wealth products:
- Mutual Funds (Equity, Debt, PMS, AIF)
- Insurance (Life & General)
- Structured Products / Bonds / Fixed Income
- Achieve AUM growth and revenue targets
- Maximize wallet share and cross-sell opportunities
Client Engagement & Servicing
- Conduct regular portfolio reviews and performance discussions
- Provide market insights, investment updates, and proactive recommendations
- Ensure best-in-class service experience and quick resolution of client queries
Business Development
- Generate current HNI leads through referrals, networks, and industry connections
- Leverage existing relationships to expand client base
- Collaborate with internal teams for seamless execution
Compliance & Risk Management
- Ensure adherence to regulatory guidelines and internal compliance
- Maintain proper documentation and client profiling (KYC, risk assessment)
Candidate Profile
Educational Qualification
- Graduate/Postgraduate in Finance, MBA preferred
- Certifications like NISM, CFP, CFA (preferred but not mandatory)