Job DescriptionRole Summary
nAs a Sr. Relationship Manager, you'll own the client journey from qualified lead → onboarding through a structured 2-meeting process. Leads will be provided. Your job is to build trust, establish fit, guide the client through the process, and close onboarding—through intellectual, consultative communication (not pushy selling).This would be a team handling role.
nThis is a high-accountability role for someone who can speak confidently with sophisticated investors and drive conversion with maturity and clarity.
nKey Responsibilities
n1) Own the conversion journey (primary responsibility)
n● Introduce the product incredibly, build trust rapid, and assess intent + fit based on client context and expectations
n● Present a guided portfolio review + financial planning using questionnaire inputs and internal team outputs/frameworks
n● Drive next steps and closure: follow-ups, objection handling, scope alignment, and conversion to onboarding
nImportant: You are not expected to create investment strategy or do deep portfolio research.



You'll facilitate and communicate the outputs with high quality and conviction.
n2) Conversion rigor + pipeline discipline
n● Maintain a clean pipeline (follow-ups, reminders, next steps, closure)
n● Document conversations and action items diligently
n● Improve conversion by tightening storytelling, objection handling, and meeting quality
n3) Client experience and relationship ownership
n● Act as the single point of contact during conversion and onboarding
n● Ensure a premium experience: responsiveness, clarity, and professionalism
n● Build long-term relationship readiness (without overpromising)
n● Focus on expanding wallet share from the customer over a period of time
nExperience
n● 7-10 years in relationship management / sales / client conversion in wealth, fintech, PMS/AIF distribution, private banking, broking, or premium financial services
n● Comfortable working with affluent / sophisticated

📌 Senior Relationship Manager (Vasanthanagar)
🏢 FutureLeap Search
📍 Vasanthanagar