Senior Wealth Relationship Manager

4 weeks ago

Mumbai, India Career Destination Full time

JOB DESCRIPTIONJob Title: Senior Wealth Relationship ManagerExperience: 9+ YearsIndustry: Private Wealth ManagementLocation: MumbaiAbout the Role:- We are seeking an experienced Senior Wealth Relationship Manager to join our Private Wealth vertical. - The ideal candidate will be a seasoned sales professional with deep expertise in managing UHNI clients and delivering bespoke wealth management solutions.- This is a high-impact role requiring strong relationship management skills, product expertise, and a proven track record of handling large portfolios.Key Responsibilities:- Manage and grow relationships with UHNI clients (Net Worth: ?5-25 Cr).- Maintain and expand a direct AUM of ?100 Cr or more.- Provide tailored advisory across PMS, AIFs, structured products, and other wealth solutions.- Acquire new UHNI clients through strong networks and relationship-building.- Deliver high-quality client servicing, ensuring long-term engagement and trust.- Work closely with internal product, research, and investment teams to craft customized portfolios.- Track market trends and communicate investment opportunities to clients.- Engage and effectively manage CXOs, promoters, business owners, and high-ticket investors.Required Experience & Skills:- 9+ years of overall experience in wealth management or private banking.- Minimum 5 years of continuous experience managing UHNI clients.- Strong track record in selling PMS, AIF, and other wealth management products.- Must be from Private Wealth verticals of Banks, NBFCs, Family Offices, or Securities firms.- Proven ability to manage and grow a portfolio with high levels of client satisfaction.- Excellent communication, presentation, and interpersonal skills.- Strong market understanding and ability to provide strategic investment guidance.Ideal Candidate Profile:- Established UHNI network with consistent revenue performance.- High customer centricity with experience in handling sensitive and high-value relationships.- Strategic thinker with strong execution and negotiation skills.- Professional, driven, and committed to delivering exceptional client outcomes. (ref:iimjobs.com)

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