Relationship Manager/Senior Relationship Manager - Wealth - NBFC

Urgently Hiring for a leading NBFC

About the Role:

- We are looking for a highly driven and customer-centric Wealth Relationship

- Manager/Sr. Relationship Manager and grow a portfolio of customers. The role requires strong financial advisory skills, deep understanding of wealth products, and the ability to deliver personalized investment solutions tailored to customer goals. The ideal candidate will excel in relationship building, portfolio management, and achieving business growth in a fast-paced environment.

Key Responsibilities:

- Manage and deepen relationships with affluent customers through regular engagement, financial planning discussions, and portfolio reviews.

- Understand clients' financial objectives and offer customized solutions across investments, insurance, and wealth management products.

- Acquire new affluent clients through market mapping, networking, and referral channels.

- Provide end-to-end advisory for wealth products including mutual funds, PMS, insurance, fixed-income instruments, and structured offerings.

- Ensure seamless service delivery by coordinating with internal stakeholders for onboarding, servicing, and documentation.

- Maintain high compliance standards with regulatory guidelines and internal policies.

- Achieve business targets across investment sales, customer acquisition, and portfolio growth.

- Keep updated with market trends, product developments, and competitor offerings to provide informed recommendations.

- Drive customer loyalty through superior service standards and proactive communication.