Senior Relationship Manager

Role Overview:

Key Responsibilities

1. Client Acquisition & Relationship Management

• Independently acquire new HNI / mass-affluent clients.
  
• Build and maintain a high-quality client book with strong relationships.
  
• Assist clients with investment planning, goal setting, and portfolio reviews.
  
• Ensure high levels of client satisfaction, trust, and long-term retention.
  

2. Investment Strategy & Portfolio Management

• Recommend investment solutions across

  MF, PMS, AIF, Bonds, Equity

  , etc.
• Stay updated on market trends, product categories, and regulatory changes.
  
• Support asset allocation, risk management, and tax optimisation initiatives.
  

3. Business Development & Revenue Growth

• Proactively drive lead generation and client acquisition initiatives.
  
• Grow AUM through cross-selling and upselling aligned with client needs.
  
• Work toward achieving assigned revenue and AUM targets.
  

4. Compliance & Risk Management

• Ensure adherence to SEBI, AMFI, and RBI guidelines.
  
• Maintain proper documentation, KYC compliance, and client records.
  
• Conduct periodic reviews to ensure suitability and compliance.
  

5. Team Collaboration

• Work closely with senior RMs, analysts, and product teams to deliver solutions.
  
• Prepare and support client presentations, reports, and communication material.
  

Key Qualifications & Skills

• 4–5 years

  of experience in wealth management / financial advisory.
• Strong client acquisition skills and the ability to build a strong client book.
  
• In-depth knowledge of

  Mutual Funds, PMS, AIF, Bonds, Equity

  , and tax planning.
• Excellent communication, networking, and client service skills.
  
• Bachelor’s/Master’s degree in Finance, Commerce, Economics;

  CFA/CFP preferred

  .
• Proficiency in financial tools, CRM systems, and Excel-based analysis.
  

Compensation & Benefits

• Competitive fixed salary + performance-based incentives.
  
• Benefits including health insurance and retirement plans.
  
• Clear growth path into senior wealth management roles.