We are seeking a highly motivated and experienced Senior Relationship Manager to join our dynamic team in Maharashtra. The ideal candidate will have a strong background in wealth management, with a focus on serving Ultra High Net Worth Individuals (UHNI). As a Senior Relationship Manager, you will be responsible for managing and growing a portfolio of clients, providing them with tailored investment solutions and exceptional service.

Key Responsibilities

- Develop and maintain strong relationships with UHNI clients, understanding their financial goals and investment preferences.
- Provide expert advice on mutual funds, portfolio management, and other wealth management products.
- Conduct regular portfolio reviews and performance analysis to ensure alignment with clients' objectives.
- Collaborate with internal teams to deliver comprehensive financial solutions that meet client needs.
- Stay updated on market trends and regulatory changes, particularly those related to NISM regulations.




- Identify opportunities for business growth and contribute to the overall success of the wealth management division.

Required Skills

- Proven experience in wealth management, specifically with UHNI clients.
- Solid knowledge of mutual funds and portfolio management strategies.
- Familiarity with NISM regulations and compliance requirements.
- Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients.
- Strong analytical skills and attention to detail.
- Ability to work independently and as part of a team in a fast-paced environment. If you are passionate about wealth management and have a proven track record of success in managing UHNI clients, we encourage you to apply for this exciting opportunity to make a significant impact in our organization.

This job is provided by Shine.com

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