Senior Relationship Manager
ISOLN Wealth · Mumbai · onsite · Posted 46d ago
About a minute. You'll make an account on the way through.
About this role
Location: Ghatkopar East, Mumbai
Company: ISOLN Wealth
Employment Type: Full-time
CTC: 10 LPA and Above (depending on the candidate's profile and relevant experience)
Working Days: Monday to Saturday
Education: Graduate/Post-Graduate in Marketing or Finance
Experience: 3–5 years in Private Banking or Wealth Management
Job Summary
We are seeking an experienced and dynamic Senior Relationship Manager to join our Wealth Management team. The ideal candidate should have a proven track record in managing HNI and Ultra-HNI clients, with strong relationship-building capabilities, comprehensive investment product knowledge, and a client-centric approach.
Key Responsibilities
- Acquire and manage HNI, Affluent, and Emerging HNI clients.
- Build and maintain long-term client relationships.
- Advise clients on investment and wealth management solutions.
- Conduct portfolio reviews and financial planning discussions.
- Generate new business through referrals, networking, and prospecting.
- Drive AUM growth and revenue generation.
- Ensure high levels of client satisfaction and service excellence.
Desired Profile
- Experience in Wealth Management, Private Banking, Financial Advisory, or Investment Services.
- Strong relationship management and client acquisition skills.
- Understanding of investment products such as Mutual Funds, PMS, AIFs, Insurance, Bonds, and NPS.
- Excellent communication and interpersonal skills.
- Existing HNI client network will be an added advantage.
Why Join ISOLN Wealth
- Opportunity to build your own wealth practice.
- Open-architecture product platform.
- Strong growth and earning potential.
- Technology-enabled advisory ecosystem.
- Supportive and entrepreneurial work environment.
About ISOLN Wealth
ISOLN Wealth is a growing wealth management and financial advisory firm offering a wide range of
investment solutions, including Mutual Funds, PMS, AIFs, Insurance, Bonds, NPS, Unlisted Shares,
and Fixed Income Products. We help clients achieve their financial goals through personalized
wealth advisory and a technology-driven portfolio management approach.
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