Education Graduate Post-Graduate in Marketing or Finance CTC 15 - 20 L P A Experience 3-5 years in Private Banking or Wealth Management Working Days Monday to Saturday Employment Type Full-time Job Summary We are seeking an experienced and dynamic Senior Relationship Manager to join our Wealth Management team The ideal candidate should have a proven track record in managing HNI and Ultra-HNI clients with strong relationship-building skills comprehensive product knowledge and a client-first approach Key Responsibilities Acquire and manage relationships with HNI and Ultra-HNI clients Build and maintain long-term relationships by providing customized financial solutions that align with clients goals Conduct regular portfolio reviews and ensure optimal asset allocation for sustained financial growth Stay updated on market trends investment products and financial opportunities to deliver innovative tech-driven solutions Develop a robust sales pipeline for short medium and long-term business growth Offer strategic investment advice and cross-sell relevant financial products Ensure timely communication and updates on portfolio performance and market developments Collaborate with internal teams to enhance client experience and ensure compliance with company policies Required Skills Attributes Experience 3-5 years of relevant experience in Private Banking or Wealth Management Client Base Possesses an existing HNI client portfolio Network Strong professional connections within Corporate and SME segments Product Knowledge Excellent understanding of investment products across asset classes Communication Exceptional communication presentation and interpersonal skills Personality Confident self-motivated and target-driven Client Focus Ability to build long-term relationships based on trust and deliver highquality advisory services Job Type Full-time Pay 1 500 000 00 - 2 000 000 00 per year Work Location In person

📌 Senior Relationship Manager (Maharashtra)
🏢 I SOLUTIONS
📍 Maharashtra