We are seeking a highly motivated and experienced Senior Relationship Manager to join our dynamic team in Maharashtra. The ideal candidate will have a robust 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.
Strong 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.
Robust analytical skills and attention to detail.
Ability to work independently and as part of a team in a fast-paced setting. 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 chance to make a significant impact in our organization.

This job is provided by Shine.com

📌 Senior Relationship Manager Pune (India)
🏢 Building Services Design u0026 Energy Institute - MEPa2z
📍 India