Relationship Manager

2 days ago


Kanpur, Uttar Pradesh, India Mintskill Hr Solutions LLP Full time ₹ 24,00,000 - ₹ 48,00,000 per year

Relationship Manager

Key Responsibilities:


• Client Acquisition & Business Development: Onboard HNI / Ultra-HNI clients (₹1 Cr portfolio size) through personal networks & market connects


• Relationship Management: Strengthen long-term client relationships with top-notch service & compliance


• Financial Planning & Advisory: Provide tailored wealth solutions (Equity, Debt, MF, PMS, AIFs, Insurance, Structured Products)


• Market & Product Knowledge: Stay updated on macro trends, capital markets & investment products to deliver expert advice


• Business Growth: Drive AUM, revenue targets & cross-sell diverse financial solutions

Requirements:


• Proven track record in HNI acquisition & relationship management


• Excellent English communication & presentation skills


• Strong knowledge of capital markets, wealth products & financial planning strategies


• NISM certifications preferred (MF Distribution, Investment Advisory, etc.)


• CTC: Up to 40 LPA


• Experience: 5 years in Private Banking / Wealth Management


• Age: Up to 45 years

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