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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

About Company

Our client is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.

Roles & responsibilities

• Onboarding, Handling, and Managing HNI / Ultra HNI clients.

• Accountable to achieve Annual revenue, AUM & Strategic product targets in the respective geography. 

• Aiming for consistent growth of customer wallet share and book size.

• Advising and meeting clients on their business and investment needs based on their risk appetite and performance objective through various structuring solutions.

• Constantly review client portfolios and give a bird’s eye view.

• Ability to work in partnership with Federal Bank and drive leads & AUM.

• Service existing clients with the support of the client servicing team

• Adherence to all regulatory, statutory, and corporate compliance standards 

Requirements

• 8+ years of experience in the Wealth Management space

• Must have completed an MBA from a premier business school.

• Should have a sound understanding of Wealth Management Products (MF, Bonds, PMS, AIFs, PE, etc.) & markets.

• English is mandatory and command of the local language would be beneficial. 

• Ability to work in tandem with our channel partner and generate leads & business. 

• Good communication and presentation skills