Job Description : Relationship Manager - HNI

Position : Relationship Manager - HNI

Experience : 5-7 Years

About the Company:

At 360 ONE, we go beyond managing money - we help India's most distinguished families grow, preserve, and protect their wealth. Recognized globally as India's Best Wealth Manager by Euromoney and other prestigious organizations, we are trusted advisors to some of the country's leading individuals and families. Our mission is to deliver a seamless, insightful, and human wealth management experience that endures across generations.

About the Role:

We are seeking an experienced and dynamic Relationship Manager - HNI to manage and grow relationships with High-Net-Worth Individuals (HNWIs). The role involves client acquisition, financial advisory, and delivering personalized investment solutions across asset classes through a hybrid (phygital) approach.

Responsibilities:

- Acquire and manage relationships with High-Net-Worth Individuals (HNIs) through networking, referrals, and market intelligence.

- Understand client financial goals, risk profiles, and investment preferences to provide customized wealth management solutions.

- Offer advisory across investment products such as Mutual Funds, PMS, AIFs, Bonds, Equities, and LAS.

- Facilitate digital onboarding and ensure clients are guided seamlessly through digital investment journeys.

- Maintain high levels of client satisfaction through proactive engagement and responsive service.

- Deepen existing client relationships to increase wallet share and product penetration.

- Collaborate with internal research, product, and operations teams to deliver holistic wealth solutions.

- Ensure adherence to all regulatory, compliance, and documentation standards.

- Track portfolio performance and provide periodic reviews and rebalancing recommendations.

- Stay updated on market trends, investment products, and financial regulations to offer relevant insights to clients.

Skillsets & Competencies:

- Strong understanding of wealth management and investment products (MF, PMS, AIF, Bonds, LAS, etc.).

- Proven ability in client acquisition, portfolio management, and relationship building.

- Excellent advisory and consultative selling skills.

- Strong communication, interpersonal, and presentation skills.

- Analytical mindset with the ability to interpret financial data and market trends.

- High level of integrity, confidentiality, and client-centric approach.

- Proficiency in digital wealth platforms and CRM tools.

- In-depth understanding of regulatory guidelines and compliance frameworks.

- Bachelor's or Master's degree in Finance, Business Administration, or related field (CFP/CFA certification preferred).