Senior Relationship Manager

1 day ago

New Delhi, India ISOLN Wealth Full time

Job Summary:We are seeking an experienced and dynamic Senior Relationship Manager to join our Wealth Management team. The ideal candidate should have a proven track record in managing HNI and Ultra-HNI clients, with strong relationship-building skills, comprehensive product knowledge, and a client-first approach.Key Responsibilities:- Acquire and manage relationships with HNI and Ultra-HNI clients. - Build and maintain long-term relationships by providing customized financial solutions that align with clients’ goals. - Conduct regular portfolio reviews and ensure optimal asset allocation for sustained financial growth. - Stay updated on market trends, investment products, and financial opportunities to deliver innovative, tech-driven solutions. - Develop a strong sales pipeline for short, medium, and long-term business growth. - Offer strategic investment advice and cross-sell relevant financial products. - Ensure timely communication and updates on portfolio performance and market developments. - Collaborate with internal teams to enhance client experience and ensure compliance with company policies.Required Skills & Attributes:- Experience: 5-7 years of relevant experience in Private Banking or Wealth Management. - Client Base: Possesses an existing HNI client portfolio. - Network: Strong professional connections within Corporate and SME segments. - Product Knowledge: Excellent understanding of investment products across asset classes. - Communication: Exceptional communication, presentation, and interpersonal skills. - Personality: Confident, self-motivated, and target-driven. - Client Focus: Ability to build long-term relationships based on trust and deliver high-quality advisory services.Education: Graduate/Post-Graduate in Marketing or FinanceCTC: ₹15 – ₹20 LPAExperience: 5-7 years in Private Banking or Wealth ManagementWorking Days: Monday to SaturdayEmployment Type: Full-time

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