Senior Relationship Manager

4 weeks ago


India Tekpillar Full time

We Are Hiring - Relationship Manager HNI Sales Location Chennai Bangalore Hyderabad CTC Up to - 15 LPA Lucrative Incentives BenefitsIndustry Wealth Management Broking Financial AdvisoryKey Responsibilities - Acquire and manage a portfolio of High Net Worth HNI clients with investable assets of - 25 Lakhs and above- Understand client goals and provide personalized investment solutions across equity mutual funds bonds and other wealth products- Deliver exceptional client servicing and build long-term trusted relationships- Monitor and grow Assets Under Management AUM through proactive advisory and continuous engagement- Collaborate with product research and investment teams to design customized strategies- Organize and lead client events webinars and portfolio review meetings to boost engagement and cross-sellRequired Experience - Minimum 2 years of relevant experience in managing HNI clients in the BFSI sector- Candidates from broking wealth management private banking or investment advisory backgrounds are strongly preferred- Proven track record of client acquisition and revenue generationEducational Qualifications - MBA PGDM Graduate in Finance Marketing or related field- CFP NISM or equivalent certifications are an added advantageKey Skills Attributes - Excellent interpersonal and communication skills- Strong knowledge of capital markets financial products and portfolio diversification- Expertise in client relationship management advisory and portfolio tracking- High levels of ownership motivation and self-drive- Strong analytical and problem-solving abilities What We re Looking For Do s - Candidates with job stability 2-3 years in each previous role - Must have earned sales incentives or performance bonuses- Should be passionate about client-facing roles and field-based sales- Independent proactive and driven to achieve performance goalsWhat We re Not Looking For Don ts - Retail tele-sales or franchise model background only- Frequent job changes without valid reasoning- Candidates previously rejected by our hiring teamPerks Benefits Competitive fixed CTC up to - 15 LPA- High-performance incentives and quarterly rewards- Medical insurance and retirement benefits- Fast-track career growth opportunities in wealth leadership- Access to training certifications and advanced advisory toolsApply Now Send your updated resume For more info call WhatsApp 91 84888 33693 ref updazz com



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