About Company:

The company operates in the investment management and financial advisory industry, focusing on research-driven portfolio strategies and asset management services.

Job Description:

We are seeking a dynamic and client-focused Relationship Manager Direct Sales to manage and expand relationships with High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients. The role involves providing investment advisory services, driving asset growth, delivering superior client experiences, and achieving revenue targets through consultative selling and relationship-led business development.

The ideal candidate should possess strong knowledge of investment products, wealth management solutions, and financial markets, along with a proven track record in client acquisition and portfolio growth within regulated financial services environments.

Key Responsibilities:

1. Client Relationship Management:

- Develop, manage, and strengthen relationships with HNI/UHNI clients.

- Understand clients financial objectives, risk appetite, and investment preferences.

- Deliver customized investment solutions aligned with client requirements.

- Ensure high levels of client satisfaction, retention, and engagement.

2. Business Development & Revenue Generation:

- Achieve assigned revenue and asset-under-management (AUM) growth targets.

- Generate new business through referrals, networking, and relationship expansion.

- Identify opportunities to increase wallet share and deepen existing client relationships.

- Build a strong pipeline of prospective clients and convert leads into long-term relationships.

3. Investment Advisory:

- Recommend suitable investment products across PMS, AIFs, Mutual Funds, Fixed Income, Structured Products, and other wealth solutions.

- Stay updated on market trends, economic developments, and investment opportunities.

- Provide timely portfolio reviews and investment recommendations to clients.

4. Compliance & Risk Management:

- Ensure adherence to SEBI regulations, internal policies, and compliance requirements.

- Maintain accurate client documentation and regulatory records.

- Follow all KYC, AML, and risk management guidelines.

5. Collaboration & Stakeholder Management:

- Coordinate with internal teams including Investment Advisory, Operations, Compliance, and Product teams to ensure seamless client servicing.

- Work closely with senior management to execute business growth initiatives.

- Represent the organization at client meetings, networking forums, and industry events.

Experience:

- 7-15 years of experience in Wealth Management, PMS, AIF, Asset Management, Private Banking, Broking, or Financial Services.

- Demonstrated success in client acquisition, relationship management, and revenue generation.

- Experience handling HNI/UHNI client portfolios is preferred.

Skills & Competencies:

- Strong relationship management and consultative selling abilities.

- Excellent understanding of financial markets and investment products.

- Ability to provide investment-led solutions and advisory services.

- Strong communication, presentation, and interpersonal skills.

- Proven business development and networking capabilities.

- Client-centric mindset with a focus on long-term relationship building.

- High level of integrity, professionalism, and regulatory awareness.

Preferred Background:

Candidates from the following organizations will be preferred:

- PMS Firms

- AIF Platforms

- Wealth Management Firms

- Asset Management Companies (AMCs)

- Private Banks

- Stock Broking & Investment Advisory Firms

Key Performance Indicators (KPIs):

- Revenue generation and achievement of sales targets

- AUM growth and wallet share expansion

- Client acquisition and retention

- Client satisfaction and engagement levels

- Cross-selling and upselling success

- Compliance adherence and process efficiency