We are looking for a client-focused Relationship Manager to acquire, retain, and grow high-net-worth and institutional relationships. The role involves understanding client needs, recommending suitable investment solutions, expanding share of wallet, and delivering revenue and service objectives.
Key Responsibilities
Identify and acquire high-net-worth, corporate, and institutional clients.
Build a solid referral network and maintain regular engagement with mapped clients.
Understand client objectives and recommend appropriate investment and wealth solutions.
Increase client penetration, portfolio depth, fee income, and overall share of wallet.
Conduct portfolio reviews in coordination with research and product teams.
Share relevant market updates and investment insights with clients.
Maintain high service standards and ensure timely resolution of client concerns.
Complete KYC, proposal, and transaction documentation in line with applicable policies.
Track sales activity, competitor developments, and client requirements through periodic MIS.
Required Skills
HNI wealth and investment products
Client acquisition and retention
Portfolio management and advisory
Solid networking and negotiation
Customer-centric relationship management