Senior Relationship Manager

4 days ago

Bangalore Rural, India Saaki Argus & Averil Consulting Full time

About our client


Our client is a leading NBFC.


JOB DESCRIPTION

Oversee client relationships, providing personalized financial advice and wealth management services. Enhance client portfolios, ensure strategic alignment with financial goals, and coach junior team members to foster development and improve team performance.


Job Title: Senior Relationship Manager


Location: Chennai / Bangalore / Hyderabad


Role and Responsibilities

• Lead the management and growth of portfolio of clients by providing end-to-end wealth management services, including financial planning, investment advisory, and portfolio management.

• Provide comprehensive advice on various wealth management products, including AIFs, PMS, equity, debt, insurance, and alternative investments.

• Conduct regular client reviews, performance updates, and risk assessments to align portfolios with financial goals.

• Identify and pursue new business opportunities through an extensive client network, referrals, and strategic partnerships.

• Mentor and guide junior level wealth RMs by providing hands-on support, fostering their professional development, and ensuring seamless knowledge transfer

• Develop and execute client strategies to maximize wallet share, ensure client satisfaction, and achieve business growth.

• Leverage the group's existing customer base e.g., CV/PV dealers & fleet owners; develop investment solutions within this captive base to deepen client relations & expand AUM


Qualifications & Education:

  • Postgraduate degree in Finance, Economics, or related fields (e.g., MBA)
  • Relevant certifications (NISM, AMFI, CFP) are highly preferred.


Experience Requirements

  • 8+ years of experience in wealth management or private banking with experience of serving UHNI / HNI clients.
  • Demonstrated ability to build and maintain strong client relationships and manage high-value portfolios.


Technical Skills

  • Deep knowledge of financial markets, investment products, and wealth management strategies.


Soft Skills

  • Exceptional communication, presentation, and negotiation skills.
  • High integrity, ethical standards, and a collaborative approach.
  • Entrepreneurial mindset with a passion for client servicing and business growth.


Key Performance Indicators (KPIs)

  • Drive AUM growth and maximize revenue from client portfolios.
  • Maintain strong client retention, solid satisfaction scores, and foster client referrals.
  • Formulate and implement business development plans to grow the client base and AUM & set client acquisition targets aligned with the group strategy.
  • Act as the primary relationship holder, addressing clients' holistic financial management needs—including investments, lending, and insurance—by leveraging subject matter experts from the group.
  • Lead team performance, mentor junior colleagues, and actively align with organizational objectives.

  • Relationship Manager

    2 weeks ago

    Bangalore Rural, India NoBroker.com Full time

    Job Title: Relationship ManagerLocation: Kaikondrahalli, BangalorePosition Type : FulltimeSalary Range: CTC of 4,36,596 lpa (2,56,596 lacs fixed + 1.80 lacs variable, few employeesare able to earn even 25,000 as monthly variable)Employee Value Proposition: Employee health insurance of Rs 1 lakh per year. Premium is paid bythe company. Employees get free...

  • Senior Business Relationship Manager

    1 week ago

    Bengaluru Rural, India GoWin Full time

    Job Title: Account ManagerWe are seeking an experienced Account Manager to join our team at GoWin. The ideal candidate will have a proven track record of building and maintaining strong relationships with clients, and will be able to identify opportunities to grow our business.Key Responsibilities:Manage and grow relationships with existing clients,...

  • Senior Relationship Manager

    1 month ago

    bangalore, India SKS Enterpprises - Human Resource Planning and Management Full time

    Position Name - Senior Relationship Manager- Wealth Location - Bengaluru Experience Range - 10 - 15 years Mandatory Requirement: 1. Client Acquisition 2. Wealth Management 3. Corporate Clients / Institutional Clients About the client: Our client is a boutique investment bank offering independent advisory services to emerging growth, mid-market corporate...

  • Senior Relationship Manager

    1 month ago

    bangalore, India SKS Enterpprises - Human Resource Planning and Management Full time

    Position Name - Senior Relationship Manager- WealthLocation - BengaluruExperience Range - 10 - 15 yearsMandatory Requirement:1. Client Acquisition2. Wealth Management3. Corporate Clients / Institutional ClientsAbout the client:Our client is a boutique investment bank offering independent advisory services to emerging growth, mid-market corporate clients, and...

  • Senior Relationship Manager

    4 weeks ago

    Bangalore City, India SKS Enterpprises - Human Resource Planning and Management Full time

    Position Name - Senior Relationship Manager- WealthLocation - BengaluruExperience Range - 10 - 15 yearsMandatory Requirement:1. Client Acquisition2. Wealth Management3. Corporate Clients / Institutional ClientsAbout the client:Our client is a boutique investment bank offering independent advisory services to emerging growth, mid-market corporate clients, and...

  • Sales Manager

    2 weeks ago

    Bangalore Rural, India Uproot Infratech Full time

    Company OverviewUproot Infratech is a leading real estate company focused on providing quality properties and excellent customer service. With a dedicated team of professionals, we aim to make the home-buying experience seamless and hassle-free. Our priority is our customers, and we strive to exceed their expectations.Job OverviewWe are looking for an...

  • Senior Project Manager

    2 weeks ago

    Banga Rural, India Anvaya Info Solutions Pvt. Ltd Full time

    Job Title: Senior Project ManagerAbout the Role:We are seeking a highly skilled Senior Project Manager to join our team at Anvaya Info Solutions Pvt. Ltd. As a Senior Project Manager, you will be responsible for leading and executing end-to-end core process improvement projects, building and optimizing scalable processes, and developing project workflows,...

  • Senior Quality Manager

    2 weeks ago

    Bangalore Rural, India Infinitalent Consulting (P) Ltd Full time

    Company OverviewInfinitalent Consulting (P) Ltd is the best rated HR consulting firm in India. We specialize in permanent placements and temporary staffing for various industries. With our expertise in talent acquisition, we help businesses find the right candidates to drive their growth. With over 10 years of experience, our company has become a preferred...

  • Program & Project Management - Head

    3 days ago

    Bangalore Rural, India Saaki Argus & Averil Consulting Full time

    We're looking for a seasoned leader with 18-24 years in BPO/KPO/ITES to manage client service delivery, ensure quality, drive process improvements, and mentor teams. If you're a strategic thinker with strong communication skills and project management expertise. Position: Senior Delivery Operations Leader Industry: BPO/KPO/ITES Experience Required: 18-24...

  • Senior Relationship Manager

    4 weeks ago

    bangalore, India ConsultBae India Private limited Full time

    Role Senior Relationship Manager Wealth (Bangalore)Experience 10 YearsMode WFO 5.5 daysLocation BangaloreJob PurposeThe purpose of the job is to be responsible for building and nurturing strong longlasting relationships with highnetworth clients providing them with expert financial advice and personalized wealth management solutions. The role requires a...

  • Senior Relationship Manager

    2 weeks ago

    bangalore, India ConsultBae India Private limited Full time

    Role Senior Relationship Manager Wealth (Bangalore) Experience 10 Years Mode WFO 5.5 days Location BangaloreJob Purpose The purpose of the job is to be responsible for building and nurturing strong longlasting relationships with highnetworth clients providing them with expert financial advice and personalized wealth management solutions. The role...

  • Senior Marketing Manager

    2 weeks ago

    Bangalore Rural, India Krishna Lamicoat Pvt. Ltd. Full time

    The ideal candidate will be responsible for developing, managing, executing and analyzing our marketing campaigns. You will also collaborate with other internal teams and marketing executives to develop a marketing strategy and plan. You will then communicate these plans effectively to all relevant internal teams. This position is great for someone who is...

  • Senior Brand Manager

    5 days ago

    Bengaluru Rural, India Krishna Lamicoat Pvt. Ltd. Full time

    The role of Senior Marketing Manager at Krishna Lamicoat Pvt. Ltd. involves developing and executing marketing strategies to drive business growth. This includes coordinating with sales and business development teams to ensure consistent branding, as well as leading the marketing team and overseeing the performance of marketing campaigns. The ideal candidate...

  • Enterprise Sales Manager

    3 months ago

    Bangalore Rural, India Invokhr Full time

    Business Development: Identify, target, and engage potential clients in the CPaaS industry. Acquire new Clients across all Communication channels – SMS, WhatsApp,RCS ,Email Client Relationship Management: Build and maintain strong relationships with key decision-makers in target organizations. Understand client needs and tailor CPaaS solutions to meet...

  • Senior Business Development Manager

    2 weeks ago

    Bangalore Rural, India FindMyNextJob Full time

    Position: Business Development ManagerLocation: BangaloreExperience: 5 to 10 YearsEmployment type: Full timeJob Summary:As a Business Development Manager, you will be responsible for driving sales growth and fostering long-term client relationships. Your role will involve identifying new business opportunities, engaging withclients face-to-face, and...

  • Relationship Manager

    1 day ago

    bangalore, India Parag Parikh Financial Advisory Services Limited Full time

    Job Description - The candidate should have a very clear concept and visibility of Sales & the various related aspects prevailing in the Mutual Fund market. Should have a very strong communication skill, excellent product knowledge, convincing attitude, smart, energetic, hardworking, target driven, result oriented, soaring passion for sales activities, quick...

  • Senior Export and Import Manager

    2 weeks ago

    Bengaluru Rural, India TOKAI RIKA MINDA INDIA PRIVATE LIMITED Full time

    Company OverviewTOKAI RIKA MINDA INDIA PRIVATE LIMITED is a leading auto parts manufacturing company based in Bangalore, Karnataka.Job OverviewWe are seeking an experienced Senior Export and Import Manager for our Export Import operations. The ideal candidate will have between 7 to 10 years of work experience in international trade and logistics.Key...

  • Project Manager

    2 months ago

    Banga Rural, India Anvaya Info Solutions Pvt. Ltd Full time

    ProjectManagerExperience:8 to 12yearsJobLocation: Jayanagar Bangalore ( Work fromOffice)YourResponsibilities:Building and optimising scalable processes to continue company sgrowth Leading andexecuting (end to end) core process improvementprojects Exploringand defining which projects the team should prioritise and settinga timeline to reachgoals...

  • Relationship Manager

    1 month ago

    bangalore, India Chai Point Full time

    At Chai Point (Mountain Trail Foods Pvt Ltd.), we’re looking for individuals who want to discover their purpose, provide them with opportunities to find explore and strengthen their skills, while still having a lot of fun and bonhomie. Designation: Relationship Manager Location: Bangalore Role: The Relationship Manager will be responsible for taking...

  • Relationship Manager

    3 weeks ago

    Bangalore, India Chai Point Full time

    At Chai Point (Mountain Trail Foods Pvt Ltd.), we’re looking for individuals who want to discover their purpose, provide them with opportunities to find explore and strengthen their skills, while still having a lot of fun and bonhomie. Designation: Relationship Manager Location: Bangalore Role: The Relationship Manager will be responsible for taking...