Relationship Manager/Wealth Manager - Private Wealth - UHNI Segment

Relationship Manager / Wealth Manager(Private Wealth) - UHNI Clients

Role Summary:

We are looking for an experienced Relationship Manager to manage and grow relationships with HNI/UHNI clients, offering investment solutions such as PMS and AIF. The candidate should have strong experience in wealth management, client acquisition, and managing large AUM portfolios.

Key Responsibilities:

- Manage and grow a portfolio of HNI/UHNI clients

Advise clients on investment opportunities including:

- PMS (Portfolio Management Services)

- AIF (Alternative Investment Funds)

- Build long-term relationships with CXO-level / promoter clients

- Achieve revenue and AUM growth targets

- Acquire new clients and increase wallet share

- Provide customized wealth solutions based on client needs

- Track market trends and provide investment insights

- Note: Grades can be discussed post selection