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 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 2–10+ 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, opportunity 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].

Pay: ₹700,000.00 - ₹1,500,000.00 per year

Work Location: In person

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