Relationship Manager Private Wealth

NLB Services

10 - 20 years

25 - 40 Lacs

new delhi chennai mumbai (all areas)

Posted:2 weeks ago| Platform:

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Skills Required

mutual funds pms mf private wealth aif hni private banking nri bonds portfolio hni acquisition financial advisory wealth management hni sales tpp ultra hni relationship management wealth relationship third party investment advisory fd investment investment products

Work Mode

Work from Office

Job Type

Full Time

Job Description

Relationship Managers

Key Responsibilities:

Manage and grow a portfolio of High Net Worth (HNI) and Ultra High Net Worth (UHNI) clients.
Provide customized investment advice across asset classes: equity, debt, real estate, alternative investments, PMS, AIFs, and structured products.
Deepen wallet share and manage client portfolios to deliver consistent and long-term results.
Acquire new clients through networks, referrals, and proactive market engagement.
Maintain a high standard of compliance, documentation, and risk management in all dealings.
Collaborate with internal teams and product specialists to deliver best-in-class solutions.

Candidate Eligibility Criteria:

Experience:
Minimum 10 years in private wealth management or related financial services.
Current Book Size:
Minimum INR
400 Cr
across all asset classes (must be active and managed directly).
Clientele:
Strong relationships with HNI/UHNI clients, Family Offices, Promoters, and CXO-level individuals.
Skills Required:

Excellent knowledge of financial markets and investment products.
Strong relationship management and client servicing capabilities.
Proven track record of revenue generation and client retention.

Education:
Bachelor's Degree (mandatory); MBA/CA/CFA preferred.
Location Flexibility:
Open to candidates based in or willing to relocate to Delhi, Mumbai, Bangalore, or Chennai.

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