Relationship Manager - Wealth Management

Job description:Job Title: Wealth Relationship Manager (Wealth RM)

Role Overview

We are seeking an experienced Wealth Relationship Manager (Wealth RM) to join our growing team. The ideal candidate will bring strong client relationships, a proven track record in wealth management, and the ability to generate sales through personal networks.

Key Responsibilities

• Acquire, manage, and deepen relationships with HNI and UHNI clients.
• Generate business opportunities through an existing client base and personal network.
• Understand client requirements and deliver customized investment solutions.
• Advise clients on wealth preservation, growth, and succession planning.
• Collaborate with internal teams to ensure seamless service delivery.
• Achieve business targets through new client acquisition and portfolio growth.
• Stay updated with market trends, investment products, and regulatory guidelines

Key Requirements

• 5–7 years of experience in wealth management, preferably with banks, NBFCs, or wealth management firms.
• Proven ability to build and manage strong client relationships.
• Must possess a personal database of HNI/UHNI clients and strong networking skills.
• Deep understanding of financial products (mutual funds, PMS, AIFs, structured products, insurance, etc.).
• Excellent communication, presentation, and interpersonal skills.Self-motivated, target-oriented, and entrepreneurial mindset.

What We Offer

• Opportunity to work in a boutique, client-focused environment with high growth potential.
• Autonomy and flexibility to manage client relationships and deliver value.
• A platform to grow with a premium wealth management brand.

Job Type: Full-time

Pay: Up to ₹600,000.00 per year

Work Location: In person