Relationship Manager - Wealth

Job Description

Industry: Non-Banking Financial Services Experience: Minimum 10 Years Clientele: HNI & UHNI Clients About the Company Join one of India’s leading Non-Banking Financial Institutions, known for its robust product suite, ethical practices, and strong client relationships. The organization is a trusted partner for high-net-worth individuals seeking tailored investment and wealth solutions. Key Responsibilities Acquire, manage, and deepen relationships with HNI & UHNI clients . Sell a full range of wealth management products , including: Mutual Funds, PMS, AIFs, Bonds Structured Products Insurance (Life & General) Alternate Investments Estate & Tax Planning Solutions Understand client needs, risk profiles, and financial goals to create personalized investment strategies. Monitor portfolio performance and provide regular reviews and rebalancing advice. Maintain highest levels of service and ensure compliance with internal and regulatory guidelines. Leverage internal research and market insights to guide clients effectively. Collaborate with internal product, research, and operations teams for seamless client servicing. Requirements Minimum 10 years of experience in wealth management or private banking. Proven track record of handling HNI/UHNI portfolios and achieving AUM targets. Strong knowledge of wealth products and financial markets. Excellent communication, interpersonal, and client relationship management skills. Certifications like NISM, CFP, CFA (preferred) . Graduate/Postgraduate in Finance/Commerce/Management or equivalent. Show more Show less