Senior Relationship Manager

2 days ago

Ghatkopar Mumbai Maharashtra, India I Solutions Full time ₹ 15,00,000 - ₹ 2,00,00,000 per year

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 Finance

CTC: ₹15 – ₹20 LPA

Experience: 5-7 years in Private Banking or Wealth Management

Working Days: Monday to Saturday

Employment Type: Full-time

Job Type: Full-time

Pay: ₹1,500, ₹2,000,000.00 per year

Work Location: In person

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