Senior Relationship Manager

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: 5-7 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 high-quality advisory services.

Education:

CTC:

Experience:

Working Days:

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