Branch Head Senior Relationship Manager

About Our Client: Our client is a new-age, client-first wealth management organization committed to growing alongside its clients, with over 20,000 Cr of Assets under Advice. It goes beyond traditional wealth management by enabling client aspirations through intelligent advice, deep relationships, and a strong focus on long-term financial well-being.

Job Title: Branch Head – Senior Relationship Manager

Location: Hyderabad

Experience: 10–12 years of experience in Wealth Management, Private Banking, Investment Advisory, Financial Services, or Relationship Management.

Educational Qualification: Any Post Graduate

Preferred Certifications: NISM - XA AND XB

About The Role : We are seeking an experienced and entrepreneurial Branch Head – Senior Relationship Manager to lead our Hyderabad branch and drive business growth across the region. This role combines client relationship management, business leadership, team development, and operational oversight. The ideal candidate will have a strong track record of managing affluent and HNI/UHNI client relationships, building high-performing teams, and driving sustainable business growth. As the face of the organization in the region, the incumbent will be responsible for establishing a strong market presence while ensuring exceptional client experience and operational excellence.

Key Responsibilities:

Business Leadership & Growth

- Lead and manage the Hyderabad branch as an independent business unit.
- Drive achievement of branch revenue, AUM, client acquisition, and profitability targets.
- Develop and execute regional business plans aligned with organizational objectives.
- Identify growth opportunities through referrals, partnerships, networking, and market expansion initiatives.




- Build and strengthen the organization's presence within the Hyderabad market and surrounding regions.

Client Relationship Management

- Manage and grow a portfolio of high-value HNI/UHNI clients.
- Provide holistic wealth management and investment advisory solutions aligned with client goals.
- Act as the senior escalation point for complex client requirements and relationship matters.
- Build long-term trusted relationships that drive client retention, referrals, and wallet-share growth.
- Collaborate with investment, product, and research teams to deliver superior client outcomes.

Team Leadership & People Development

- Recruit, lead, mentor, and develop a team of Relationship Managers and support staff.
- Set explicit performance expectations and monitor team productivity against business goals.
- Conduct regular coaching sessions, performance reviews, and development planning.
- Foster a high-performance, client-centric, and collaborative culture within the branch.
- Support succession planning and talent development initiatives.

Branch Operations & Governance

- Oversee end-to-end branch operations, ensuring efficiency and service excellence.
- Ensure adherence to operational processes, service standards, and organizational policies.
- Drive CRM adoption, data integrity, and disciplined client management practices.
- Monitor business performance through MIS reporting, pipeline reviews, and branch dashboards.

Compliance & Risk Management





- Ensure strict adherence to regulatory requirements, compliance standards, and internal controls.
- Act as the first level of oversight for client suitability, advisory practices, and risk management.
- Maintain the highest standards of ethics, governance, and fiduciary responsibility.
- Proactively identify and mitigate operational and business risks.

Stakeholder Management

- Collaborate closely with Product, Investment, Operations, Compliance, Marketing, and Client Experience teams.
- Provide regular business updates, forecasts, and strategic insights to the Functional Head.
- Represent the organization at industry events, client forums, and networking opportunities.

Requirements:

- Proven success in managing HNI/UHNI client relationships and achieving revenue growth targets.
- Prior experience leading teams, managing branch operations, or handling regional business responsibilities.
- Strong understanding of investment products, financial planning, and wealth management solutions.
- Demonstrated ability to build and scale client relationships through trust and advisory excellence.
- Strong leadership, coaching, and stakeholder management skills.
- Excellent communication, presentation, and negotiation capabilities.
- High level of ownership, business acumen, and customer-centric mindset.

About Hireginie: Hireginie is a prominent talent search company specializing in connecting top talent with leading organizations. We are committed to excellence and offer customized recruitment solutions across industries, ensuring a seamless and transparent hiring process. Our mission is to empower both clients and candidates by matching the right talent with the right opportunities, fostering growth and success for all.

📌 Branch head / Senior Relationship Manager - Wealth Management (Hyderabad)
🏢 Hireginie Talent Cloud
📍 Hyderabad