Our client is one of India's leading technology-driven wealth management organizations, redefining the way individuals invest and manage their wealth. By combining innovative digital capabilities with personalized financial advisory, the organization offers a seamless wealth management experience across a wide range of investment solutions.
With a strong focus on customer success, innovation, and long-term value creation, the company provides wealth professionals with an opportunity to build meaningful client relationships while leveraging industry-leading technology, investment research, and advisory capabilities. The organization fosters a high-performance culture that encourages ownership, continuous learning, and career growth.
Job Title:
Relationship Manager – Wealth Management
Location:
Bengaluru / Mumbai
Experience:
4–6 Years
Educational Qualification:
Any Graduate / Post Graduate
Must Have:
- 4–6 years of experience in Wealth Management,Private Banking, or Investment/financial Advisory.
- Experience in managing affluent client relationships and investment portfolios.
- Robust understanding of investment products including Mutual Funds, Equities, Fixed Income, Bonds, PMS, and other wealth solutions.
About the Role
We are looking for an experienced and client-centric Senior Relationship Manager to join a growing Wealth Management team. The ideal candidate will be responsible for acquiring, managing, and expanding relationships with affluent clients by offering personalized investment solutions and delivering exceptional advisory services.
This role is ideal for professionals with a strong background in wealth management or branch banking who are passionate about relationship management, investment advisory, and helping clients achieve their long-term financial goals.
Responsibilities
- Acquire, manage, and grow a portfolio of affluent and emerging affluent clients.
- Build long-term relationships by understanding clients' financ