Relationship Manager

Description:

Organization Overview:

A technology-driven financial services organization operating in the wealth and investment advisory sector, serving affluent and high-net-worth clients. The firm follows a research-led advisory approach, offering a wide spectrum of investment solutions while maintaining strong governance, risk controls, and regulatory compliance.

Role Details:

Position: Relationship Manager (RM)

Location: Gurgaon

Experience: 38 years (Wealth / Affluent Advisory)

Education: Graduate

Role Overview:

The Relationship Manager will be responsible for managing and expanding affluent client relationships, delivering personalized investment advisory solutions, and driving long-term portfolio growth. The role involves close collaboration with investment advisory and research teams to ensure effective execution of client strategies and consistent engagement.

Key Responsibilities:

Client Relationship & Portfolio Management:

- Manage assigned affluent client portfolios and act as the primary point of contact

- Conduct periodic portfolio reviews and performance discussions

- Build long-term, trust-based relationships through regular engagement and proactive advisory

Client Acquisition & Business Growth:

- Acquire new affluent clients through referrals, professional networks, and relationship-building activities

- Develop and maintain a strong personal network to support ongoing business growth

- Contribute towards revenue generation and overall business targets

Advisory Execution & Coordination:

- Partner with Advisors and Investment Analysts to structure and deliver suitable investment solutions

- Ensure accurate execution and documentation of investment advice

- Follow internal processes and comply with regulatory and governance requirements

CRM & Digital Platform Utilisation:

- Maintain client data, pipelines, and interaction history in CRM systems

- Leverage digital advisory platforms and RM productivity tools to improve engagement and efficiency

Candidate Requirements:

- 3-8 years of experience in affluent / HNI wealth management or advisory roles

- Proven ability in client acquisition and relationship management

- Strong communication, presentation, and interpersonal skills

- Client-focused mindset with a sound understanding of investment advisory products

- Comfortable working in a structured, compliance-driven advisory environment