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.
Positive client-facing, relationship building, and communication skills.