Relationship Manager Wealth Management

Location: Mumbai

Experience: 3 to 5 Years

Industry: Wealth Management / Financial Services

About the Role:

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 new 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 prospects 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
3 - 5 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.
Solid communication, presentation and interpersonal skills.
Result-oriented with a solid focus on client acquisition and relationship building.
Existing HNI/UHNI client relationships will be an advantage.

📌 Senior Financial Advisor Mumbai
🏢 Atom Financial Services
📍 Mumbai