Job Description Relationship Manager / Senior Relationship Manager – Wealth (Banca Channel).

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.
- 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
- Deepen existing client relationships and enhance wallet share
- Work jointly with mapped Bank Wealth RMs for lead generation, joint meetings, and wealth events.
- Acquire, develop, and manage Marketing Associates for third-party product distribution and business expansion
- Deliver targets for client acquisition, AUM, revenue, equity AUM transfer, trading activation, product sales, cross-sell, and retention.
- Ensure KYC, AML, regulatory compliance, documentation, and coordination with internal teams

Key Performance Indicators:
- Recent HNI/UHNI Acquisition
- AUM Growth
- Equity AUM Transfer
- Revenue Generation
- Investment Product Sales
- Third-Party Product Distribution

Required Skills Relationship Manage

📌 Relationship Manager/Senior Relationship Manager- Wealth Management (Delhi)
🏢 India Infoline
📍 Delhi