Relationship Manager(wealth)-Mumbai, Pune, Indore

Hiring Alert!!

Position:

Role Overview

The Relationship Manager – Wealth/Investment is responsible for managing and growing a portfolio of High-Net-Worth (HNI) clients by offering tailored investment solutions and wealth management services. The role involves understanding client financial goals, managing their investment portfolios, cross-selling wealth products, and ensuring high levels of client satisfaction while adhering to organizational and regulatory guidelines.

Key Responsibilities

1. Portfolio Management & Advisory

• Manage an assigned AUM/book size of HNI clients and ensure portfolio performance aligns with client goals and risk profiles.
  
• Provide investment advisory across products such as mutual funds, PMS, AIF, structured products, bonds, fixed-income instruments, and insurance solutions.
  
• Conduct periodic portfolio reviews and rebalancing as per market conditions and client needs.
  

2. Client Acquisition & Relationship Building

• Retain and deepen relationships with existing HNI clients through consistent engagement, financial planning, and value-added services.
  
• Acquire new clients through referrals, networking, and market intelligence.
  
• Ensure personalized service and act as a single point of contact for all wealth-related requirements.
  

3. Sales & Business Development

• Achieve revenue targets across investment and wealth product categories.
  
• Cross-sell financial products in line with client suitability and company guidelines.
  
• Maintain and grow the book size while ensuring profitability.
  

4. Compliance & Process Management

• Ensure adherence to SEBI, AMFI, and internal compliance guidelines.
  
• Maintain accurate documentation, risk assessments, and client suitability records.
  
• Follow operational processes for onboarding, KYC, transactions, and reporting.
  

Key Skills & Competencies

• Strong understanding of investment products: Mutual Funds, PMS, AIF, bonds, equity, insurance, and structured products.
  
• Excellent client relationship management and communication skills.
  
• Analytical ability to assess client needs and recommend appropriate investment strategies.
  
• Strong market awareness and ability to interpret financial trends.
  
• Target-driven, proactive, and capable of managing a high-value HNI portfolio.
  

Qualifications

• Any Graduate/Postgraduate
  
• Certifications such as

  NISM VA, NISM XA/ XB, CFP, or other wealth management certifications

  are preferred.
• 5+ years of experience of which 3 years in wealth management, investment advisory, or financial services, preferably with an established HNI client book.

• Age limit: 40 years

• Interested can call/WhatsApp: 8977797910

• Email: v.babitha@upgrad.com