Role Overview: We are seeking a sharp, polished Service Relationship Manager to deliver exceptional service to our high-net-worth investor base. You will manage a portfolio of clients independently while supporting senior wealth managers on complex relationship accounts. Key Responsibilities: - Client Portfolio Management: Manage and nurture relationships with assigned HNI clients independently. - HNI Client Support: Act as the primary point of contact for onboarding, portfolio reporting, query resolution, and trade execution support. - Cross-Selling and Retention: Identify client needs to deepen share of wallet and retain high-value accounts. Ideal Candidate Profile: - 2 - 3 years of client-facing experience in wealth management, private banking, or premium fintech. - Tier-1 educational background with exceptional oral and written communication skills. - Polished demeanor, highly organized, and eager to grow rapidly into a full-scale Relationship Manager role.

Mumbai

Ahmedabad

Service Relationship Manager - Wealth Management 

Job Description for Service Relationship Manager - Wealth Management  in HR LOBBY in  Mumbai Ahmedabad for (2-3) years of experience. Apply Now!