We are looking for an experienced and driven Relationship Manager to join our Wealth Management team. The role involves managing relationships with HNI/UHNI clients, understanding their financial objectives and providing personalized investment solutions.
Key Responsibilities
- Acquire current HNI/UHNI clients through referrals, networking, prospecting and other business development initiatives.
- Manage and strengthen relationships with existing HNI/UHNI clients.
- Understand clients financial goals, risk profiles and investment requirements.
- Provide suitable investment solutions across Mutual Funds, PMS, AIFs, Bonds, MLDs, Structured Solutions and other wealth products.
- Identify opportunities to deepen existing client relationships and increase wallet share.
- Conduct regular portfolio reviews and proactively engage with clients.
- Coordinate with internal teams and product partners to ensure seamless client servicing.
- Stay updated on market trends, investment products and developments in the wealth management industry.
Candidate Profile
- 24 years of relevant experience in Wealth Management, Private Banking, Financial Advisory or a similar role.
- Strong understanding of investment products and financial markets.
- Proven ability to build and maintain HNI/UHNI client relationships.
- Strong communication, presentation and interpersonal skills.
- Result-oriented with a strong focus on client acquisition and relationship building.
- Existing HNI/UHNI client relationships will be an advantage.