Relationship Manager(Wealth RM)

Role Overview:

We are hiring experienced Wealth Relationship Managers to manage and grow HNI/UHNI client portfolios. The role involves driving investment product sales and providing holistic wealth solutions.

This is an individual contributor role focused on revenue generation and client acquisition.

Key Responsibilities:

• Acquire and manage HNI/UHNI clients
• Drive sales of:
• Mutual Funds
• PMS (Portfolio Management Services)
• AIF (Alternative Investment Funds)
• Structured Products
• Bonds & other Wealth Products
• Cross-sell and up-sell investment solutions based on client profiling
• Build and maintain long-term client relationships
• Achieve revenue and AUM targets
• Ensure compliance and documentation adherence

Eligibility Criteria:

• Experience: Around 8 years in Wealth / Investment Advisory / Stock Broking / Banking
• Strong exposure to investment product sales
• Proven track record in revenue generation & AUM build-up
• Strong HNI client base preferred