:

Relationship Manager / Senior Relationship Manager Wealth (Banca Channel)

Role Purpose The Relationship Manager (RM) will acquire, manage, and grow High Net Worth Individuals (HNI) and

Ultra High Net Worth Individuals (UHNI) through the Bank Partnership (Banca) Channel. The RM will work closely with mapped Wealth Relationship Managers of partner banks to identify affluent customers, open 3-in-1 (Savings, Demat & Trading) accounts, provide holistic wealth basket solutions, transfer clients equity AUM, and achieve AUM, revenue, and relationship growth targets.

Key Responsibilities:

Client Acquisition & Business Development

- Acquire HNI/UHNI clients through mapped Wealth RMs of partner banks.
- Open 3-in-1 Accounts for eligible clients.
- Source business through referrals, networking, and existing client relationships.
- Obtain HNI references and expand business within client networks.

Wealth Management & Investment Advisory
- Conduct financial need analysis, risk profiling, and goal-based planning.
- Offer Mutual Funds, PMS, AIF, Bonds, Fixed Income, Structured Products, Insurance, Equity

Advisory, Alternate Investments, Fixed Deposits, LAS and NRI Investment Solutions.
- Facilitate transfer of clients existing equity/demat AUM.
- Conduct regular portfolio reviews and provide market insights.

Relationship & Channel Management
- Deepen existing client relationships and enhance wallet share.
- Work jointly with mapped Bank Wealth RMs for lead generation, joint meetings, and wealth events.

Sales Network Development
- Acquire, develop,



and manage Marketing Associates for third-party product distribution and

business expansion.

Business Growth

- Deliver targets for client acquisition, AUM, revenue, equity AUM transfer, trading activation,

product sales, cross-sell, and retention.

Compliance

- Ensure KYC, AML, regulatory compliance, documentation, and coordination with internal teams.

Required Skills: Relationship Management, Wealth Management, Investment Advisory, Financial Planning, Portfolio

Management, HNI Acquisition, Sales & Business Development, Equity Markets, Networking,

Communication, Client Servicing, Banking Channel Management.

Preferred Qualification:

MBA/PGDM (Finance/Marketing) or equivalent. NISM Certifications preferred. CFP/CFA will be an added advantage.

Experience:

210+ years in Wealth Management, Private Banking, Affluent Banking, Investment Advisory, Financial

Services, Capital Markets or Broking.

Products Managed:

Mutual Funds, PMS, AIF, Bonds, Fixed Income, Fixed Deposits, Structured Products, Insurance, Equity

Advisory, Demat & Trading Accounts, Loans Against Securities, NRI Investment Solutions, Alternate

Investments.

Why Join Us:

Dedicated HNI opportunities through mapped Wealth RMs of leading partner banks, complete wealth product suite, chance to transfer and manage client equity portfolios, build a Marketing

Associate network, and earn attractive performance-linked incentives with strong career growth.

Interested candidate can share cv on [email protected]

Contact-Rakesh Arjan-(phone hidden)/(phone hidden)

📌 Relationship Manager/ Senior Relationship Manager-Delhi /Chandigarh
🏢 Hipotz
📍 Chandigarh