
Relationship Manager
2 days ago
Job description:Job Title: Wealth Relationship Manager (Wealth RM)
Role Overview
We are seeking an experienced Wealth Relationship Manager (Wealth RM) to join our growing team. The ideal candidate will bring strong client relationships, a proven track record in wealth management, and the ability to generate sales through personal networks.
Key Responsibilities
- Acquire, manage, and deepen relationships with HNI and UHNI clients.
- Generate business opportunities through an existing client base and personal network.
- Understand client requirements and deliver customized investment solutions.
- Advise clients on wealth preservation, growth, and succession planning.
- Collaborate with internal teams to ensure seamless service delivery.
- Achieve business targets through new client acquisition and portfolio growth.
- Stay updated with market trends, investment products, and regulatory guidelines
Key Requirements
- 5–7 years of experience in wealth management, preferably with banks, NBFCs, or wealth management firms.
- Proven ability to build and manage strong client relationships.
- Must possess a personal database of HNI/UHNI clients and strong networking skills.
- Deep understanding of financial products (mutual funds, PMS, AIFs, structured products, insurance, etc.).
- Excellent communication, presentation, and interpersonal skills.Self-motivated, target-oriented, and entrepreneurial mindset.
What We Offer
- Opportunity to work in a boutique, client-focused environment with high growth potential.
- Autonomy and flexibility to manage client relationships and deliver value.
- A platform to grow with a premium wealth management brand.
Job Type: Full-time
Pay: Up to ₹600,000.00 per year
Work Location: In person
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