Senior Relationship Manager

Job Title: Senior Sales Manager - (Wealth) - MF / PMS/AIF

This role requires both Acquisition as well as Advisory

Position Overview

The Senior Relationship Manager - HNI Sales is responsible for maximizing sales and revenue by managing and expanding relationships with Retail and HNI clients. The role focuses on client acquisition, portfolio advisory, cross-selling mutual fund products, and delivering superior customer experience while ensuring strict compliance.

Key Responsibilities

• Up-sell I MF / PMS / AIF to Retail/HNI clients from assigned database
• Generate fresh leads through client references to expand clientele
• Acquire HNI clients and maintain regular engagement through calls and follow-ups
• Advise investors by analyzing asset allocation and providing customized investment solutions
• Achieve assigned business targets across product mix and revenue
• Enhance and upgrade client net-worth relationships
• Profile customers and recommend suitable financial products based on needs
• Provide investment planning and advisory services
• Ensure highest levels of service delivery and compliance
• Act as a single point of contact for assigned customers

Required Experience & Skills

Experience:

• 8+ years of sales experience in Banking/ AMC
• Experience managing Retail/HNI clients
• Preference for NISM-certified candidates (NISM 5A mandatory)

Key Skills:

• Relationship Management
• Influencing & Interpersonal Skills
• Strong Product & Mutual Fund Knowledge
• Presentation & Communication Skills
• Result-oriented with strong compliance adherence

Education:

• Post Graduate / MBA

What Success Looks Like

• Consistent achievement of sales and revenue targets
• Strong and growing Retail/HNI client relationships
• High customer satisfaction and retention
• Effective cross-selling and portfolio advisory