Relationship Manager – Wealth Management Department: Wealth Management – Sales
Experience: 3–6 Years
CTC: 9–15 LPA
Employment Type: Full time
Location: Bengaluru Job Purpose To build and nurture strong, long-term relationships with High-Net-Worth (HNI) clients by providing personalized wealth management solutions and investment advice. The role involves client acquisition, portfolio management, business development, and delivering customized financial solutions aligned with clients' short-term and long-term investment objectives. Key Responsibilities 1. Client Acquisition & Relationship Management Acquire and manage a portfolio of HNI clients and understand their investment requirements. Build strong relationships through personalized wealth management solutions and superior client servicing. Conduct customer profiling and recommend suitable investment products based on financial goals and risk appetite. Deepen existing client relationships through cross-selling and upselling of relevant financial products. Acquire new clients through networking, referrals, and internal business referrals. Enhance client profitability by increasing wallet share and generating higher revenue per customer. Ensure client retention and maintain long-term relationships. 2. Business Development & Marketing Drive new business acquisition through B2C and B2B client segments. Develop and execute client acquisition strategies to achieve business targets. Identify potential business opportunities through corporate networking and referrals. Organize and participate in client acquisition initiatives, events, and networking activities.



Collaborate with internal teams to deliver effective investment solutions and ensure seamless client servicing. 3. Financial & Product Expertise Possess a strong understanding of financial markets and investment products. Provide suitable investment solutions across: Debt Products Structured Products Equities Mutual Funds Fund-based Real Estate Products Other Wealth Management Products Monitor portfolio performance and recommend appropriate investment solutions. Stay updated on market trends, economic developments, and regulatory changes. Ensure compliance with internal policies and applicable regulatory guidelines. Qualifications & Experience Graduate or Postgraduate in any discipline. 3–6 years of relevant experience in Wealth Management / Private Banking / Financial Services. Experience in HNI client acquisition and relationship management. Strong knowledge of investment products and financial markets. Proven experience in business development, portfolio handling, and cross-selling financial products. Key Competencies Strong communication and interpersonal skills. Client relationship management. Business development and networking. Analytical and problem-solving abilities. Customer-centric approach. Ownership and accountability. Adaptability and collaboration. Compensation: Up to 15 LPA, depending on experience and suitability. Share your CV to [email protected] or Whatsapp : (phone hidden) Note: Candidates with relevant experience in HNI/UHNI client management, trading, and client acquisition will be preferred. Best regards,
HR Team Staffiaa Services

📌 Relationship Manager – Wealth Management (Bengaluru)
🏢 STAFFIAA
📍 Bengaluru