Relationship Manager - Wealth Management

We are hiring for Indias leading wealth and asset management firms with Assets under Advisory (AUA) of over 4,25,000 Cr.

Client Advisory & Portfolio Management:

- Understand clients financial goals, risk appetite, time horizon through detailed discussions and portfolio deep-dives.

- Catering to the investment needs of clients by providing them research based advice in Mutual Funds, Insurance, PMS, AIFs, Bonds, Equity, Structured Products, and other wealth offerings.

- Conduct regular portfolio analysis, reviews and create investment plans to ensure alignment with client objectives.

- Advise clients on suitable investment opportunities across asset classes and recommend appropriate product strategies.

Client Relationship Management:

- Build, nurture, and manage long-term relationships with clients through regular meetings, portfolio discussions, and review sessions.

- Ensure high-quality client experience through proactive communication, responsiveness, transparency, and consultative engagement.

- Conduct periodic client visits and virtual connects to understand changing needs and recommend timely solutions.

- Act as a trusted advisor and single point of contact for clients across investment and service requirements.

Preferred candidate profile:

- Acumen towards understanding of client needs and provide adequate and prompt solutions.

- Strong understanding of financial markets, products, and portfolio advisory concepts.

- Proven track record of managing HNI/affluent client relationships and achieving revenue targets.

- Excellent communication, presentation, and relationship-building skills.

- High level of integrity, client-centric mindset, and strong analytical ability.