Hiring: Relationship Manager – Wealth Management
Location: Bangalore
CTC: 9–15 LPA
Experience: 4–8 Years
Product: Wealth Sales

Key Responsibilities:

Acquire and manage HNI (High Net Worth Individual) clients, understanding their financial goals and investment requirements.

Offer tailored investment solutions across Equities, Mutual Funds, Debt Products, Structured Products, and Real Estate Funds.

Build and strengthen client relationships through portfolio management, cross-selling, and superior service delivery.

Enhance customer profitability by increasing wallet share and generating higher revenue per client.

Acquire current clients through networking, referrals, cross-selling, and internal cross-referrals.

Develop and execute client acquisition strategies, including micro-events and targeted marketing initiatives.

Build and manage B2C/B2B client portfolios to achieve business growth targets.





Collaborate with research, investment, and compliance teams to deliver suitable and compliant investment solutions.

Stay updated on market trends, economic developments, and regulatory changes to provide informed investment guidance.

Required Skills & Qualifications:

4–8 years of relevant experience in Wealth Management or HNI Relationship Management.

Strong expertise in investment products and portfolio management.

Proven track record in HNI client acquisition, relationship management, and revenue generation.

Excellent communication, networking, and client-handling skills.

Interested candidates can share their updated resume at [email protected] Or Connect on (phone hidden)

📌 Relationship Manager (Bengaluru)
🏢 STAFFIAA
📍 Bengaluru