Posted by
Ridip Dutta
Assistant Consultant - Recruitment at Unison International Consulting Pvt. Ltd
Last Active: 06 December 2025
Job Views:
280
280
Applications: 47
Recruiter Actions: 0
Posted in
Banking & Finance
Job Code
1606699
Relationship Manager/Head - Portfolio Management Firm
Posted 3 months ago
Posted 3 months ago
4.2
38+ Reviews
Relationship Manager / Head
About the Role:
We are seeking an experienced Relationship Manager / Head to lead client engagement and investment advisory for a premium portfolio management firm.
The role requires a strong network with HNIs, exceptional relationship management skills, and the ability to drive growth through tailored investment solutions.
Who Should Apply:
Experience: 8 to 15 years in relationship management, wealth management, luxury retail, or allied sectors.
Qualification: MBA/PGDM in Finance, Marketing, or related field (CFA or CFP certification preferred).
- Background in luxury retail, luxury automobile retail, airlines, or luxury hospitality is highly desirable.
- Excellent verbal and written communication skills.
- Proven ability to build strong HNI networks.
- Comfortable with hybrid work environment.
Key Duties:
- Build and maintain long-term relationships with HNI clients.
- Tailor investment solutions and financial products to meet client needs.
- Drive business growth through strategic client engagement and acquisition.
- Coordinate with the investment and advisory team to deliver best-in-class service.
- Ensure client satisfaction and retention through proactive portfolio reviews and personalized attention
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Posted by
Ridip Dutta
Assistant Consultant - Recruitment at Unison International Consulting Pvt. Ltd
Last Active: 06 December 2025
Job Views:
280
280
Applications: 47
Recruiter Actions: 0
Posted in
Banking & Finance
Job Code
1606699
