RELATIONSHIP MANAGER – WEALTH MANAGEMENT

Department: Wealth Management
Location: Mumbai
Experience: 4–8 Years
CTC: 9–15 LPA
Qualification: Graduate/Postgraduate in any discipline
Industry: Banking / Financial Services / Wealth Management

Job Purpose

To build and nurture strong, long-term relationships with High-Net-Worth (HNI) clients by providing expert financial advice and personalized wealth management solutions. The role involves understanding clients' financial goals, identifying suitable investment opportunities, managing client portfolios and driving business growth through client acquisition and relationship deepening.

Key Responsibilities

1. Client Acquisition & Relationship Management

- Acquire and manage a portfolio of HNI clients and understand their investment requirements.

- Develop strong relationships with existing clients through regular engagement and personalized financial solutions.

- Identify client needs through detailed profiling and recommend suitable investment products.

- Deepen existing relationships through cross-selling and up-selling of financial products.

- Generate referrals and acquire new clients through networking and business development activities.

2. Investment Advisory & Product Knowledge

- Recommend suitable investment solutions across Equity, Debt, Mutual Funds, Structured Products, Bonds and Alternative Investment Products.

- Maintain a valuable understanding of financial markets, investment products and economic developments.

- Provide customized investment solutions aligned with clients' short-term and long-term financial objectives.

- Coordinate with research and investment teams to provide relevant market insights to clients.

3. Business Development

- Achieve assigned acquisition, revenue and business growth targets.

- Identify new business opportunities through internal and external referrals.

- Participate in client meetings, networking initiatives and acquisition events.





- Focus on increasing the share of wallet and overall profitability of the client portfolio.

4. Portfolio Management & Performance Monitoring

- Monitor client portfolio performance and provide periodic investment updates.

- Assist in portfolio modelling, asset allocation and investment recommendations.

- Track portfolio profitability and identify opportunities for portfolio enhancement.

- Maintain accurate client records and business performance reports.

5. Compliance & Client Servicing

- Ensure adherence to internal policies and regulatory guidelines.

- Deliver high-quality client service and ensure timely resolution of client queries.

- Maintain proper documentation and ensure compliance with KYC and other regulatory requirements.

Required Skills & Competencies

- Strong HNI client acquisition and relationship management skills.

- Good understanding of wealth management and financial markets.

- Knowledge of Equity, Debt, Mutual Funds and other investment products.

- Strong business development and cross-selling capabilities.

- Portfolio monitoring and analytical skills.

- Excellent communication, negotiation and interpersonal skills.

- Customer-centric approach with strong ownership and accountability.

Preferred Leadership Competencies

Ownership, speed, analytical thinking, compliance orientation, resilience, decision-making, adaptability, collaboration, empathy and boundaryless behaviour.

Compensation

CTC: 9-15 LPA, depending on relevant experience, skills, and existing client relationships.

Location - Mumbai

Share your CV to or Whatsapp: (phone hidden)

Note: Candidates with relevant experience in fund management, portfolio management, equity/debt research or PMS/AIF investments. will be preferred.

Best regards,
HR Team

Staffiaa Services

. Skillset Required: •Ownership •Speed •Passion •Boundaryless Behaviour •Meritocracy •Customer Focus •Tech Quotient •Cost Consciousness •Adaptive •Empathetic •Collaborative •Analytical •Compliance •Resilient

📌 RELATIONSHIP MANAGER – WEALTH MANAGEMENT (India)
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