InnoQuest is looking for a dynamic and results-oriented professional for the role of HNI Relationship Manager.

The individual will be responsible for leading a team focused on acquiring, managing, and growing relationships with High Net Worth Individual (HNI) clients by offering customized wealth management and investment solutions.

Job Title: HNI Relationship Manager

Location: Bangalore/Coimbatore

Work Days :- Monday to Friday/Work from Office

Work Timings :- General shift

Experience: 8–10 Years

About the Role

We are looking for an experienced and result-oriented HNI Relationship Manager to join our Wealth Management team. The ideal candidate will be responsible for acquiring, managing, and growing relationships with High Net Worth Individual (HNI) clients by offering customized wealth management and investment solutions. This role requires strong client acquisition capabilities, excellent relationship management skills, and a deep understanding of financial products.

Key Responsibilities
- Acquire and onboard High Net Worth Individual (HNI) clients through networking,



referrals, and market outreach.
- Develop and manage long-term relationships with HNI clients by understanding their financial goals and investment needs.
- Provide customized wealth management and investment advisory solutions across a range of financial products.
- Manage and grow clients' investment portfolios while ensuring alignment with their risk appetite and financial objectives.
- Drive business growth through recent client acquisition, portfolio expansion, and cross-selling of wealth management products.
- Offer advisory on investment products including Mutual Funds, PMS, AIFs, Bonds, Structured Products, Insurance, and other wealth solutions.
- Regularly review portfolio performance and provide strategic recommendations based on market trends and client requirements.
- Ensure high levels of customer satisfaction by delivering exceptional service and timely financial advice.
- Maintai

📌 HNI Relationship Manager (Coimbatore)
🏢 Innoquest
📍 Coimbatore