Job Requirements:

- MBA in Finance (Full-Time) / CA / CFA / CFP from a reputed institution.
- 5 years of relevant experience in wealth management, asset management, or financial services, with a strong focus on HNI/UHNI client segments.
- Demonstrated expertise in relationship building and managing the complex, evolving needs of affluent clients and family offices.
- Strong understanding of financial products including Mutual Funds, Portfolio Management Services (PMS), and Alternative Investment Funds (AIF).
- Proven track record of consistently exceeding client expectations through a client-centric and solution-driven approach.
- Excellent communication, presentation, and interpersonal skills with a strong executive presence.
- High degree of professionalism, integrity, and adherence to regulatory and compliance standards.

Job Responsibilities:

- Develop and manage relationships with High Net Worth Individuals (HNI), Ultra High Net Worth Individuals (UHNI), and family offices,



positioning the organization's investment solutions effectively.
- Recommend and deliver tailored investment strategies leveraging the full suite of Mutual Funds, PMS, and AIF offerings, aligned to client objectives and risk profiles.
- Drive recent client acquisition through referrals, networking, and relationship-led business development initiatives.
- Strengthen existing relationships to enhance client engagement and increase share of wallet.
- Identify and capitalize on new business opportunities through proactive client interactions and market intelligence.
- Deliver a superior client experience through timely service, responsiveness, and personalized engagement.
- Proactively communicate market insights, trends, and portfolio performance updates to clients.
- Ensure strict adherence to all regulatory requirements, internal policies, and compliance frameworks.

📌 Relationship Manager (Direct Sales) (India)
🏢 Greenhill Consulting
📍 India