Hiring: Relationship Manager Broking (HNI/ UHNI) | Leading Broking Firm

Location: Anywhere in Gujarat

Experience: 5 - 15 Years

Industry: Broking / Wealth Management

Key Responsibilities:

- Manage and expand HNI/ UHNI client relationships with a focus on AUM growth and retention.
- Acquire new clients and deepen existing relationships through customized wealth solutions.
- Advise and distribute Mutual Funds, PMS, AIFs, Fixed Income, Structured Products, Insurance, and other investment solutions.
- Understand client objectives and risk profiles to develop customized investment strategies.
- Conduct regular portfolio reviews and drive advisory-led revenue generation.
- Collaborate with research, product, and investment teams to deliver holistic wealth solutions.




- Maintain robust client engagement while ensuring adherence to regulatory and compliance standards.

Key Requirements:

- Proven experience managing 100 Cr+ individual AUM.
- Average client ticket size of 1 Cr+.
- Strong expertise across wealth management and investment products.
- Demonstrated track record in client acquisition, networking, and business development.
- Strong relationship management and advisory skills.

Interested candidates can share their CV at: [email protected]

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📌 Relationship Manager (Broking HNI UHNI) (Ahmedabad)
🏢 Premier Consultants
📍 Ahmedabad