Relationship Manager (RM) – Wealth Management

We’re Hiring | Relationship Manager (RM) – Wealth ManagementWe are looking for a Relationship Manager (RM) to join a technology-enabled wealth and investment advisory firm and work closely with affluent and HNI clients. This role is ideal for professionals who excel at relationship-led advisory, portfolio management, and client acquisition in the wealth management space.
Key Responsibilities:Client Relationship ManagementManage and grow a portfolio of affluent and HNI clientsConduct periodic portfolio reviews and performance discussionsBuild long-term, trust-based client relationships through consistent engagementClient Acquisition & Business DevelopmentAcquire new clients through referrals, professional networks, and relationship buildingDevelop and maintain a strong personal and professional networkContribute to overall business growth, AUM, and revenue targetsInvestment Advisory ExecutionWork closely with Investment Advisors and Analysts to deliver tailored investment solutionsEnsure accurate documentation of investment advice and recommendationsAdhere to internal processes, compliance standards, and regulatory guidelinesCRM and Digital EnablementMaintain client data, sales funnels, and engagement updates in CRM systemsLeverage digital platforms and AI-enabled RM tools to improve productivity and client experienceCandidate Profile3–8 years of experience in wealth management, affluent, or HNI advisoryStrong client acquisition and relationship-building capabilitiesExcellent communication and presentation skillsSolid understanding of investment and advisory productsClient-centric mindset with a high level of professionalism and integrityWhy Join UsResearch-led advisory environmentStrong governance and compliance frameworkExposure to affluent and HNI client segmentsTechnology-enabled wealth platformOpportunity to build a long-term advisory career rather than a transactional sales roleLocation: GurgaonExperience: 3–8 years Education: Graduate