Senior Relationship Manager Lead

1 week ago


Mumbai, Maharashtra, India Virtuous Advisors & Resources Private Ltd Full time

**Job Title:** Senior Relationship Manager Lead

About Virtuous Advisors & Resources Private Ltd:

Virtuous Advisors & Resources Private Ltd is a financial services conglomerate focusing on both fund-based and non-fund-based services. Our vision is to create a remarkable financial institution foraying into Investment Banking, Capital Markets, Merchant Banking, Wealth Management, Fixed Income, Asset Management, Pension Fund Management, Restructuring of Assets & Liabilities, Private Equity, and Fund Advisory.

Job Description:

We are seeking an experienced Senior Relationship Manager Lead to join our team. The ideal candidate will have 8-15 years of relevant experience in Investment Advisory/Wealth management. The successful candidate will be responsible for business development and client acquisition, delivering bespoke services to high-profile and successful HNI/UHNI/Family offices through meaningful product differentiation and advisory services.

The role involves using financial acumen and investment expertise to review clients' information, work closely with the Research and Advisory team to provide superior investment solutions, and track the HNI/UHNI segment in the market for new client acquisition. The candidate will also research, investigate, and update themselves on available investment opportunities/financial market trends to determine whether they fit into clients' portfolios.

The estimated salary for this role is ₹25 lakhs - ₹40 lakhs per annum, based on location and industry standards.


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