Senior Relationship Manager

10 hours ago

Mumbai, Maharashtra, India ISOLN Wealth Full time ₹ 15,00,000 - ₹ 20,00,000 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:
    3–5 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:
3–5 years in Private Banking or Wealth Management

Working Days:
Monday to Saturday

Employment Type:
Full-time

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