Relationship Manager Wealth

Job Summary

Build and manage long-term relationships with HNI clients by understanding their financial goals and providing personalized wealth management solutions. Drive business development, portfolio growth and client retention through robust knowledge of financial markets and investment products. Analyze portfolio performance, support portfolio modelling and management, and use business analytics to deliver informed investment solutions and exceptional client service.

Must-Have — needs evidence

HNI/UHNI AcquisitionBusiness DevelopmentRelationship managementfinancial market knowledgPortfolio management

Good-to-Have

Acquisition and handling a group of HNI (High Net Worth Exclusive) Clients.Wealth managmentprivate bankingRevenue/target ownershipExisting HNI/UHNI client

Key Responsibilities

- Acquire, manage and retain HNI clients while understanding their financial goals and risk profile.



Recommend suitable investment and wealth solutions. Drive business development and revenue growth, monitor portfolio performance, and support portfolio modelling and management. Conduct market and investment analysis, track business metrics, coordinate with product teams, and ensure high-quality client service and compliance.

Competencies

- Portfolio performance and risk analysis
- Portfolio modelling and asset allocation
- Financial market and investment analysis
- Business and revenue analytics
- Financial planning and investment calculators

Pay: From ₹800,000.00 per year

Benefits

- Paid sick time
- Paid time off

Application Question(s):
- Your Current CTC and Notice Period

Experience:
- Relevant: 5 years (Required)

Work Location: In person

📌 Relationship Manager - Wealth (Mumbai)
🏢 Qualitrix Technologies
📍 Mumbai