Senior Relationship Manager - Wealth Management

About Our Client: Our client is a new-age, client-first wealth management organization committed to growing alongside its clients, with over - 20,000 Cr of Assets under Advice. It goes beyond traditional wealth management by enabling client aspirations through intelligent advice, deep relationships, and a strong focus on long-term financial well-being.

Job Title - Senior Relationship Manager - Wealth Management

Location: Pune / Bangalore

Qualification: Graduate / Postgraduate

About the Role:

We are looking for a dynamic and client-focused Senior Relationship Manager with 4-9 years of experience in Wealth Management, Private Banking, Investment Advisory, or Financial Services.

The role involves managing HNI/UHNI clients, providing customized investment solutions, driving client acquisition, and achieving AUM and revenue growth while ensuring excellent client service and regulatory compliance.

Key Responsibilities:

- Manage and grow a portfolio of HNI/UHNI clients, focusing on wealth creation and retention.

- Understand client goals, risk appetite, and financial needs to recommend suitable investment products.

- Advise clients across Mutual Funds, PMS, AIFs, Bonds, Structured Products, Insurance, and other investment solutions.

- Drive new client acquisition through referrals, networking, and market intelligence.

- Conduct regular client reviews, portfolio updates, and financial planning discussions.

- Work with product and research teams to provide customized investment solutions.

- Monitor market trends, investment performance, and regulatory developments.

- Ensure compliance with all regulatory and company guidelines.

- Achieve revenue and AUM growth targets.

Requirements:

- Graduate/Postgraduate in Finance, Commerce, Business Administration, or a related field.

- 4-8 years of relevant experience in Wealth Management, Private Banking, Investment Advisory, or Financial Distribution.

- Strong understanding of investment products across asset classes.

- Excellent communication, presentation, and relationship-management skills.

- Ability to work independently and collaboratively.

- Relevant NISM certifications such as Investment Adviser Level XXI, VA, XA & XB will be an advantage.