Senior Relationship Manager

Key Responsibilities

• Build and nurture long-term relationships with clients, understanding their financial goals, risk appetite, and investment needs.
  
• Recommend appropriate investment products including

  Mutual Funds, PMS, and AIF

  in line with client objectives.
• Conduct

  portfolio reviews

  , monitor performance, and provide timely insights and recommendations.
• Present financial concepts and market updates to clients in an easy-to-understand manner.
  
• Collaborate with internal teams to ensure seamless execution and superior client experience.
  
• Drive

  business growth through client acquisition, retention, and cross-selling

  of wealth products.
• Stay updated with market trends, investment strategies, and regulatory developments.
  

Qualifications & Experience

• 24 years of experience

  in Wealth Management, Mutual Fund Distribution, or Investment Advisory.
• In-depth knowledge of

  Mutual Funds

  (mandatory) and familiarity with

  PMS/AIF

  products.
• Graduate or Postgraduate in

  Finance, Commerce, Economics

  , or related field.

• NISM VA certification

  preferred (mandatory for Mutual Fund distribution).
• Strong communication, presentation, and interpersonal skills.
  
• Proven ability to manage and grow client portfolios.
  
• Self-driven, target-oriented, and passionate about financial markets.
  

What We Offer

• Exposure to high-net-worth clients and diverse investment products.
  
• Mentorship from senior professionals in the wealth management industry.
  
• Structured career progression and continuous learning opportunities.
  
• Competitive compensation package with

  performance-linked incentives

  .