Senior Relationship Manager

Education: Graduate/Post-Graduate in Marketing or Finance

CTC: ₹15 – ₹20 L P.A

Experience: 3–5 years in Private Banking or Wealth Management

Working Days: Monday to Saturday

Employment Type: Full-time

Job Summary:

We are seeking an experienced and dynamic Senior Relationship Manager to join our Wealth Management team. The ideal candidate should have a proven track record in managing HNI and Ultra-HNI clients, with strong relationship-building skills, comprehensive product knowledge, and a client-first approach.

Key Responsibilities:

• Acquire and manage relationships with HNI and Ultra-HNI clients.
• Build and maintain long-term relationships by providing customized financial solutions that align with clients’ goals.
• Conduct regular portfolio reviews and ensure optimal asset allocation for sustained financial growth.
• Stay updated on market trends, investment products, and financial opportunities to deliver innovative, tech-driven solutions.
• Develop a strong sales pipeline for short, medium, and long-term business growth.
• Offer strategic investment advice and cross-sell relevant financial products.
• Ensure timely communication and updates on portfolio performance and market developments.
• Collaborate with internal teams to enhance client experience and ensure compliance with company policies.

Required Skills & Attributes:

• Experience: 3–5 years of relevant experience in Private Banking or Wealth Management.
• Client Base: Possesses an existing HNI client portfolio.
• Network: Strong professional connections within Corporate and SME segments.
• Product Knowledge: Excellent understanding of investment products across asset classes.
• Communication: Exceptional communication, presentation, and interpersonal skills.
• Personality: Confident, self-motivated, and target-driven.
• Client Focus: Ability to build long-term relationships based on trust and deliver highquality advisory services.

Job Type: Full-time

Pay: ₹1,500,000.00 - ₹2,000,000.00 per year

Work Location: In person