Senior Relationship Manager

Job Description - Wealth Advisor / Investment Counsellor.

- Prospect and acquire new client relationships (UHNI, Family Offices, Corporates) through referrals, cold calling, and engagement activities.

- Advise clients on portfolio construction and asset allocation across Mutual Funds, PMS, AIFs, PE, Structured Products, and Insurance.

- Prepare and interpret client reports (performance reviews, income projections) and proactively rebalance portfolios based on market dynamics.

- Service and deepen relationships with existing clients, driving wallet share expansion and maintaining high retention.

- Stay updated on capital markets, investment products, and regulatory frameworks (SEBI, IRDA, RBI).

- Ensure strict compliance with all regulatory and organizational policies.

- Demonstrate strong client relationship skills, communication, and teamwork.