Relationship Manager - Wealth Management (HNI/UHNI Clients)

high-net-worth individuals

Job Location: Jharkhand & Bihar

Relationship Manager

financial & investment plans

Key Responsibilities:

Client Acquisition & Relationship Management

• Prospect, acquire, onboard, and retain

  HNI & UHNI clients

  .
• Achieve targets for

  client acquisition, AUM growth, and revenue generation

  .
• Build long-term, trust-based relationships with high-value clients.
  
• Maintain a

  minimum book size of 2550 crore

  .

Wealth Advisory & Portfolio Management

• Analyse financial market trends, investment opportunities, and product performance.
  
• Understand clients financial goals, risk profiles, and investment requirements.
  
• Recommend appropriate

  wealth management products

  , including:
• Portfolio management solutions
  
• Capital market products
  
• Insurance & cash management strategies
  
• Estate planning & tax planning (capital gains)
  
• Coordinate with research & product teams for investment recommendations.
  
• Conduct periodic portfolio reviews and suggest rebalancing as required.
  
• Provide clients with regular

  investment performance reports

  , summaries, and insights.

Client Engagement & Experience

• Act as a

  single point of contact

  for all financial needs of HNI clients.
• Ensure exceptional service quality and timely resolution of all queries.
  
• Conduct periodic follow-ups to assess satisfaction, portfolio performance, and new opportunities.
  

Business Development & Reporting

• Participate in and organize seminars, workshops, and client engagement events.
  
• Maintain detailed client records, interaction logs, and relationship notes.
  
• Prepare

  MIS reports, performance trackers, and business updates

  in specified formats.

Qualifications & Experience

• MBA / PGDM

  or equivalent qualification preferred.

• 4 - 10 years of experience

  in Wealth Management, Private Banking, Private Wealth, or Capital Markets.
• Strong understanding of

  financial products, equity/ debt markets, estate planning, and investment advisory

  for HNI/UHNI clientele.