- We are looking for a dynamic and client-focused Wealth Relationship Manager to manage and grow relationships with High Net Worth Individuals (HNI) by offering tailored wealth management and investment solutions.

- The ideal candidate will possess strong expertise in financial products, investment advisory, portfolio management, and client acquisition.

- This role requires a highly motivated professional with strong relationship-building skills, business development capabilities, and a deep understanding of wealth management products across equities, debt, mutual funds, and alternative investments.

Key Responsibilities :

Client Acquisition & Relationship Management :

- Acquire and manage a portfolio of HNI and affluent clients for investment and wealth management services

- Understand client financial goals, risk appetite, and investment preferences through detailed profiling

Provide customized investment solutions across:

- Equities

- Debt Products

- Structured Products

- Mutual Funds

- Fund-based Real Estate Products

- Alternative Investment Products

- Deliver superior customer service and seamless investment advisory support to clients

- Develop long-term relationships and increase customer engagement through regular portfolio reviews and financial planning discussions

- Deepen client relationships by cross-selling wealth management and broking products based on customer requirements

- Enhance customer profitability by increasing wallet share and maximizing investment opportunities

- Ensure profitability of the managed portfolio by generating high revenue per customer

- Acquire new HNI clients through networking, references, and relationship-driven acquisition strategies

- Maintain high standards of client servicing, responsiveness, and relationship management

Marketing & Business Development :

- Support the development and execution of strategic marketing and client acquisition initiatives

- Participate in customer engagement activities, investor meets, seminars, and micro-events for new client acquisition

- Build and expand B2C and B2B wealth management clientele

- Collaborate with internal stakeholders to identify business opportunities and increase market penetration

- Generate leads through existing customer references, corporate relationships, and external networks

- Acquire new accounts through group collaborations and strategic partnerships

- Drive business growth by consistently achieving revenue, acquisition, and portfolio targets

Financial & Investment Advisory :

- Stay updated on market trends, economic developments, investment products, and regulatory changes

- Provide informed investment recommendations aligned with client objectives and market opportunities

- Coordinate with research, investment, operations, and compliance teams to ensure accurate and compliant advisory services

- Monitor portfolio performance and proactively suggest investment restructuring opportunities

- Maintain strong understanding of financial markets, asset allocation strategies, and wealth creation products

Required Skills & Qualifications :

- 5=8 years of experience in Wealth Management, Investment Advisory, Private Banking, or Financial Services

Strong understanding of investment products including :

- Equities

- Mutual Funds

- Debt Products

- Structured Products

- Insurance

- Real Estate Investment Products

- Proven experience in HNI client acquisition and portfolio management

- Strong relationship management and client servicing skills

- Excellent communication, negotiation, and presentation abilities

- Strong business development and revenue generation capabilities

- Understanding of financial markets, investment planning, and wealth advisory

- Ability to work in target-driven and fast-paced environments

- Strong analytical and problem-solving skills

Leadership Competencies :

- Ownership mindset with high accountability

- Strong customer focus and relationship orientation

- Speed and execution excellence

- Passion for wealth management and financial advisory

- Boundaryless and collaborative working style

- Merit-driven performance orientation

- Adaptive and resilient under dynamic market conditions

- Analytical thinking and solution-driven approach

- Strong compliance and ethical standards

- Tech-savvy with understanding of digital wealth platforms and financial technologies

- Cost-conscious and business-focused mindset

- Empathetic and consultative client engagement approach