Job Title: Senior Relationship Manager - Wealth Management

Location: Hyderabad (or specify any other location)

Experience: 5-6 Years

Industry: Banking / Financial Services / Wealth Management

About the Role

We are seeking a highly motivated and experienced Relationship Manager - Wealth Management to build and manage relationships with High Net Worth Individuals (HNIs) and Non-Resident Indian (NRI) clients. This role requires a strong blend of client management, financial advisory, and sales capabilities, with a focus on driving revenue through tailored wealth management solutions.

Key Responsibilities

Client Acquisition & Portfolio Growth

Identify, acquire, and onboard new HNI and NRI clients through referrals, networking, and market outreach

Develop and execute strategies to expand the existing client base and increase Assets Under Management (AUM)

Leverage existing relationships and professional networks to generate recent business opportunities

Relationship Management

Build and maintain strong, trusted relationships with clients through regular engagement





Act as the primary point of contact for clients, addressing their financial needs and queries

Ensure high levels of client satisfaction, retention, and loyalty

Wealth Advisory & Financial Planning

Understand client financial goals, risk appetite, and investment horizon

Provide customized investment advisory solutions aligned with client objectives

Structure and recommend portfolios across asset classes including:
Mutual Funds

Portfolio Management Services (PMS)

Insurance and risk products

Alternate investments (if applicable)

Sales & Revenue Generation

Drive revenue through cross-selling and upselling of wealth management products

Achieve assigned sales and revenue targets on a monthly/quarterly basis

Monitor and improve wallet share from existing clients

Market Intelligence & Advisory

Track market trends, economic developments, and financial products

Provide timely market insights and a

📌 Senior Relationship Manager (Rangareddy)
🏢 79th East
📍 Rangareddy