Senior Relationship Manager - BFSI

About the Role

We are seeking a seasoned professional to manage relationships with high-net-worth and ultra-high-net-worth clients. The role involves delivering personalized financial solutions, managing large client portfolios, and ensuring exceptional client experience across banking and investment products.

Key Responsibilities

- Build and manage long-term relationships with affluent and premium clients.

- Act as a trusted advisor by offering tailored financial solutions across asset, liability, and investment products.

- Manage client portfolios, ensuring diversification and risk management in line with client goals.

- Drive acquisition of new high-value clients through referrals, networking, and partnerships.

- Cross-sell wealth management products such as Mutual Funds, Insurance, PMS, AIFs, Structured Products, and other investment solutions.

- Ensure adherence to compliance, regulatory norms, and internal policies.

- Deliver exceptional service standards with proactive portfolio reviews and client engagement.