We are hiring an experienced and dynamic Relationship Manager – Wealth Vertical to acquire and manage High Net Worth Individual (HNI) clients, develop long-term client relationships, and drive business growth through customized wealth management and investment solutions.

The candidate will be responsible for acquiring new B2C/B2B clients, managing investment portfolios, identifying cross-selling opportunities, and recommending suitable financial products based on clients' financial goals and risk profiles.

Key Responsibilities

- Acquire new HNI clients through networking, referrals, corporate connections, and direct business development.
- Build, manage, and strengthen relationships with existing HNI clients.
- Understand clients' financial objectives, investment preferences, and risk appetite.
- Recommend suitable investment products, including Debt Instruments, Structured Products, Equities, Mutual Funds, Fund-Based Real Estate Products, and other investment solutions.
- Manage and grow the assigned client portfolio while ensuring customer satisfaction and retention.
- Identify cross-selling and upselling opportunities across wealth management and broking products.
- Increase client wallet share and generate higher revenue through effective portfolio management.
- Develop new business opportunities across B2C and B2B segments.
- Organize client meetings, networking activities, and acquisition events to generate recent business.
- Coordinate with internal teams such as Research, Investment,



and Compliance to deliver appropriate investment solutions.
- Monitor market trends, economic developments, and regulatory changes to provide relevant client insights.
- Ensure compliance with company policies and applicable financial regulations.

Required Skills & Qualifications

- 5–10 years of relevant experience in Wealth Management, Private Banking, Financial Services, Broking, or Relationship Management.
- Proven experience in HNI client acquisition and relationship management.
- Good understanding of investment products, financial markets, and portfolio management.
- Strong business development and revenue-generation capabilities.
- Experience in customer profiling and investment product recommendations.
- Excellent communication, negotiation, networking, and relationship-building skills.
- Ability to independently manage and grow a profitable client portfolio.

Preferred Candidate Profile

- Candidates with experience managing HNI / Ultra-HNI clients.
- Experience in wealth management, private banking, stock broking, or investment advisory firms.
- Candidates with a strong client network and proven acquisition track record.
- Professionals with experience in both client acquisition and portfolio management will be preferred.

Notice Period

Immediate joiners or candidates with a maximum notice period of 25 days preferred.

Interested candidates are encouraged to apply!

Pay: Up to ₹1,200,000.00 per year

Work Location: In person

📌 Relationship Manager (Mumbai)
🏢 Tasknera HR Solution
📍 Mumbai