Assistant Vice President - Relationship Management - Banking

We are looking for a senior Relationship Management professional to manage a portfolio of Ultra HNI and HNI clients, drive client acquisition and retention, and provide investment advisory across wealth and investment products.

Manage and deepen relationships with a portfolio of UHNI and HNI clients.

Act as a trusted advisor to clients by understanding their financial objectives, investment preferences, and risk appetite.

Drive investment advisory across Portfolio Management Services (PMS), Mutual Funds, and other investment products.

Identify and recommend suitable investment solutions aligned with client requirements and risk profiles.

Develop and manage long-term client relationships to drive retention, wallet share, and business growth.

Identify opportunities for client acquisition, cross-selling, and up-selling of wealth and investment products.

Maintain a strong understanding of banking, wealth management, and investment products and their suitability for different client segments.

Monitor client portfolios and proactively engage with clients based on market developments and investment opportunities.

Work closely with investment, research, product, and operations teams to deliver a high-quality client experience.

Ensure compliance with internal policies, regulatory requirements, and applicable investment advisory guidelines.

Required Skills:

- 8 - 13 years of experience in Relationship Management / Wealth Management / Investment Advisory.

- Currently working in a senior relationship management role managing HNI/UHNI clients.

- Experience with PMS, Mutual Funds, and other investment/wealth management products.

- Experience with a leading foreign MNC bank or reputed Indian bank is strongly preferred.

- Strong knowledge of banking, investment, and wealth management products.

- Proven ability to manage and grow HNI/UHNI client portfolios and relationships.

- Excellent communication, presentation, negotiation, and relationship-building skills.

- Strong understanding of financial markets, investment products, and client risk profiling.