Relationship Manager – Wealth Management (Coimbatore , Tamil Nadu )

Department: Wealth Management – Sales
Experience: 3–6 Years
CTC: 9–15 LPA
Employment Type: Full-Time
Location: Coimbatore , Tamil Nadu

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

. Skillset Required: • Ownership • Speed • Passion • Boundaryless Behaviour • Meritocracy • Customer Focus • Tech Quotient • Cost Consciousness • Adaptive • Empathetic • Team-oriented • Analytical • Compliance • Resilient

📌 Relationship Manager – Wealth Management (Coimbatore , Tamil Nadu)
🏢 STAFFIAA
📍 Coimbatore