Relationship Manager - Wealth Management

Role Overview: As a Relationship Manager, your primary role will be to bring in your existing High Net Worth Individual (HNI) clients and establish a robust client base. You will be responsible for maintaining client relationships, generating Assets Under Management (AUM), advising clients on their investments, and managing their financial portfolios. It will also be your duty to track the HNI Client segment in the market for new client acquisition. Additionally, you will organize seminars, workshops, and other business development initiatives to enhance client engagement and lead generation. You will work closely with product and research teams to develop customized investment strategies aligned with client goals. Key Responsibilities: - Bring in existing HNI clients and build a strong client book - Maintain client relationships and generate AUM - Advise clients on their investments and manage their financial portfolios - Track the HNI Client segment for new client acquisition - Organize seminars, workshops, and other business development initiatives to enhance client engagement and lead generation - Coordinate with product and research teams for customized investment strategies aligned to client goals Qualifications Required: - MBA/PGDM (preferred) or Graduate in Finance/Marketing; CFP certification is an added advantage - Minimum 5 years' experience in HNI client acquisition, financial planning, and relationship management in the BFSI sector - Strong communication, interpersonal, and analytical skills with in-depth market knowledge and client engagement capabilities (Note: No additional details about the company were provided in the job description) Role Overview: As a Relationship Manager, your primary role will be to bring in your existing High Net Worth Individual (HNI) clients and establish a robust client base. You will be responsible for maintaining client relationships, generating Assets Under Management (AUM), advising clients on their investments, and managing their financial portfolios. It will also be your duty to track the HNI Client segment in the market for new client acquisition. Additionally, you will organize seminars, workshops, and other business development initiatives to enhance client engagement and lead generation. You will work closely with product and research teams to develop customized investment strategies aligned with client goals. Key Responsibilities: - Bring in existing HNI clients and build a strong client book - Maintain client relationships and generate AUM - Advise clients on their investments and manage their financial portfolios - Track the HNI Client segment for new client acquisition - Organize seminars, workshops, and other business development initiatives to enhance client engagement and lead generation - Coordinate with product and research teams for customized investment strategies aligned to client goals Qualifications Required: - MBA/PGDM (preferred) or Graduate in Finance/Marketing; CFP certification is an added advantage - Minimum 5 years' experience in HNI client acquisition, financial planning, and relationship management in the BFSI sector - Strong communication, interpersonal, and analytical skills with in-depth market knowledge and client engagement capabilities (Note: No additional details about the company were provided in the job description)