Client Relationship Manager

2 weeks ago

Chennai, India TekPillar® Full time

Wealth Relationship Manager (HNI Sales)


Role:

Responsible for acquiring, managing, and retaining HNI clients (₹35L+ investments) by providing financial planning, investment advisory, and portfolio management.


Requirements:

  • Min. 1+ years experience in Wealth Management/Private Banking/BFSI.
  • Must have handled HNI clients with a ₹35L+ portfolio.
  • MBA/PGDM (Finance/Marketing) preferred; CFP is a plus.
  • Strong client relationship, market knowledge & communication skills.
  • Salary up to 15 LPA + Incentives + benefits (Depend on Interview)


Key Responsibilities:

  • Acquire & manage HNI clients, grow AUM.
  • Advise across asset classes & deepen client relationships.
  • Track market trends & work with research/product teams.


  • Email:
  • Contact:

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