Leadership role Relationship Management

Mumbai - India

Monthly Salary: Not Disclosed

Posted on: 9 hours ago

Vacancies: 1 Vacancy

Job Summary

Location: Mumbai Pune Delhi Bengaluru Hyderabad Chennai
Experience: 8-15 years
Industry Preference: Wealth Management Asset Management Investment Advisory Private Banking Multi-Family Office

Key Responsibilities

Client Relationship Management

Manage and grow relationships with HNI/UHNI families and senior corporate professionals.
Understand client goals risk appetite and long-term financial objectives.
Act as a single point of contact for all client queries reviews and reporting.

Investment Advisory

Provide advisory across asset classes: Equity Debt PMS AIFs Structured Products Global Investments Alternatives Mutual Funds Insurance Estate Planning solutions etc.
Collaborate with the internal investment team to create customised investment portfolios.
Conduct periodic portfolio reviews and performance updates with clients.

Business Development

Identify cross-selling and up-selling opportunities within existing clients.
Acquire new clients through referrals networking and market connects.
Coordinate with the business strategy team for client acquisition initiatives.

Client Servicing & Reporting

Deliver high-quality service through timely resolutions portfolio insights and market updates.
Support clients with succession planning family governance and wealth structuring needs (in coordination with internal experts).
Prepare client presentations and quarterly investment reviews.

Required Skills & Experience

Experience in Wealth Management Private Banking Investment Advisory PMS/AIF distribution or multi-family office roles.
Strong understanding of financial products risk profiling asset allocation and markets.
Excellent communication client engagement and relationship-building skills.
Ability to handle UHNI/HNI clients with maturity confidentiality and professionalism.
Proven ability to acquire and manage clients at scale.

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Required Skills:

HNI acquisitionInvestor RelationsCapital RaisingFamily Office

Location: Mumbai Pune Delhi Bengaluru Hyderabad ChennaiExperience: 8-15 yearsIndustry Preference: Wealth Management Asset Management Investment Advisory Private Banking Multi-Family Office Key Responsibilities Client Relationship Management Manage and grow relationships with HNI/UHNI families and ...