Client Relationship Manager

3 days 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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