The Relationship Manager will serve as a trusted partner to a set of HNI/UHNI clients, guiding them through their wealth journeys with well-researched, and personalized financial solutions. The role focuses on building and managing relationships, understanding nuanced client needs, and delivering a high standard of customer service.
Key Responsibilities:
- Acquire HNI/UHNI clients through personal networks, referrals, and market outreach. Build long-term relationships and act as a trusted financial partner.
- Provide tailored solutions across Mutual funds, PMS, and AIFs by understanding client goals, risk appetite, and investment horizon.
- Build customized portfolios and proactively rebalance them based on client goals and market conditions.
- Collaborate with internal research and product teams to deliver high-quality investment insights and advisory solutions.
- Stay updated on financial markets, economic trends, and regulatory changes to provide informed advice.
- Ensure all client interactions and transactions adhere to regulatory and internal compliance guidelines.
Role Requirements:
- Graduate/ Postgraduate in Finance, commerce or related field.
- 8+years of experience in Private Wealth Management / Private Banking / Investment Advisory.
- Robust knowledge of capital markets, Mutual funds, PMS, insurance, and other financial instruments.
- Good client-facing, relationship building, and communication skills.