Relationship Manager

Key Responsibilities:

• Acquire and manage HNI (High Net Worth Individual) clients understanding their financial goals and investment requirements.

• Offer tailored investment solutions across Equities Mutual Funds Debt Products Structured Products and Real Estate Funds.

• Build and strengthen client relationships through portfolio management cross-selling and superior service delivery.

• Enhance customer profitability by increasing wallet share and generating higher revenue per client.

• Acquire new clients through networking referrals cross-selling and internal cross-referrals.

• Develop and execute client acquisition strategies including micro-events and targeted marketing initiatives.

• Build and manage B2C/B2B client portfolios to achieve business growth targets.

• Collaborate with research investment and compliance teams to deliver suitable and compliant investment solutions.

• Stay updated on market trends economic developments and regulatory changes to provide informed investment guidance.

Required Skills & Qualifications:

• 4–8 years of relevant experience in Wealth Management or HNI Relationship Management.

• Strong expertise in investment products and portfolio management.

• Proven track record in HNI client acquisition relationship management and revenue generation.

• Excellent communication networking and client-handling skills.

Interested candidates can share their updated resume at Or Connect on