Relationship Manager

About the Company

Investment Banking, Institutional Equities, Wealth Management, Retail Broking, and Asset Management.

Business: - Wealth Management

Role: - Relationship Manager - Wealth Management

Experience: - 10+ years

Location: - Mumbai, Delhi, Bangalore, Kolkata, Ahmedabad & Indore.

About the Role

Wealth Relationship Manager

Key Responsibilities

• Identify, prospect, and acquire new client relationships (UHNI/HNIs, family offices, corporates) through multiple channels, including existing client referrals, cold calling, and other client engagement initiatives.
• Overall new AUM growth in line with the objective laid down by the company.
• Managing individual revenue budget.
• Advise clients on portfolio construction by offering a range of investment solutions across asset classes.
• Prepare and interpret client-specific information, including investment performance reports, financial summaries, and income projections, while proactively rebalancing portfolios to align with desired asset allocation.
• Should be on top of current affairs, market developments and should always keep abreast with market knowledge and market intelligence.
• Continuously monitor and review client portfolios, leveraging timely analysis of market trends and dynamics.
• Ensure clients have regular access to relevant research material and market insights.
• Service and support existing clients in collaboration with the client servicing team.
• Customize investment pitches and advisory solutions in line with client requirements.
• Advise clients on their investments, manage their overall financial portfolio, and increase share of wallet from existing relationships.
• Should be proficient with knowledge of capital markets as well as third party products such as MF, PMS, Insurance etc. Proven ability to build deep, long-term client relationships with a strong track record of client retention.

Education & Certifications :-

MBA (Finance), CA, or relevant postgraduate degree from a reputed institute.

Knowledge of Financial products & Capital markets is essential.

Compliance

• Responsible to ensure all activities are in adherence as per Compliance framework

• NISM Certification

Roles

• Team player

• Good interpersonal & communication skills