Relationship Manager

Description:

Job Title: Relationship Manager / Wealth Manager

Locations:

- Santhome, Chennai 2 Positions

- Mumbai 1 Position

(Office location to be finalized within a couple of months of joining; likely Andheri or BKC)

Role Overview:

We are seeking dynamic and client-focused Relationship Managers / Wealth Managers to acquire, manage, and grow a portfolio of high-value clients. The role involves offering comprehensive wealth management solutions across investment and insurance products while building long-term client relationships.

Key Responsibilities:

- Manage and grow relationships with assigned clients, handling their complete investment portfolios.

- Acquire new customers for wealth products including Mutual Funds, Equities, Life Insurance, Health Insurance, Corporate Deposits, Bonds, PMS/AIF, Estate Planning solutions, etc.

- Increase wallet share from existing clients through cross-selling and upselling of relevant products.

- Proactively generate referrals from existing clients and convert prospects into customers.

- Engage in regular interactions with clients and prospects to drive business penetration and retention.

- Achieve assigned revenue and business targets across multiple products.

- Generate incremental business by appointing and managing Business Associates (where applicable).

Experience Requirements:

- Minimum 3 years of relevant experience in wealth management or financial services.

- Mandatory experience in Mutual Funds.

For Mumbai location:

- Minimum 4 years of Mutual Fund Relationship Management experience.

- Strong product knowledge across investment solutions.

Required Skills & Expectations:

- Must possess an existing client base.

- Strong interpersonal and relationship management skills.

- Proficient in English communication (verbal and written).

- Result-oriented mindset with strong business development capabilities.

Qualifications:

- Graduate in any discipline.

- MBA preferred.

Certifications:

- NISM V-A Certification

Optional for Chennai

Mandatory for Mumbai