Senior Wealth Relationship Manager

Senior Wealth Relationship Manager HNI Clients

Location: Raipur
Experience: 28 Years
Employment: Full-time
Department: Wealth Management / Client Relations

About the Role

We are looking for an experienced, presentable and client-focused Senior Wealth Relationship Manager to manage and deepen relationships with our existing HNI and affluent client families.

This is primarily a relationship and portfolio-management role, not a cold-calling role.

The RM will be responsible for regularly meeting clients, conducting structured portfolio reviews, understanding their financial requirements and ensuring that their overall investment relationship with us continues to grow.

The ideal candidate should be confident interacting with HNI clients, have strong investment knowledge and be able to independently handle client conversations.

Key Responsibilities

1. Client Relationship Management

• Manage an assigned portfolio of existing HNI/affluent clients.
• Build strong, long-term relationships with clients and their families.
• Conduct a minimum of 5 client meetings per day.
• Proactively connect with clients rather than waiting for service requests.
• Understand changes in the client's personal, professional and financial situation.

2. Portfolio Reviews

• Conduct structured periodic portfolio reviews.
• Review asset allocation, diversification, risk, performance and investment objectives.
• Identify gaps, concentration risks and opportunities within the portfolio.
• Prepare and present portfolio review reports to clients.
• Ensure every meeting results in a clear action plan.

3. Business Development from Existing Clients

• Identify additional investment opportunities from existing clients.
• Identify SIP increases, additional investments and portfolio restructuring opportunities.
• Identify opportunities across Mutual Funds, PMS, AIF and other relevant investment solutions.
• Identify potential assets held outside the existing relationship and explore opportunities to consolidate them.

4. Client Retention

• Proactively identify clients who may be considering redemption or moving investments elsewhere.
• Understand the reason behind redemption requests and address concerns appropriately.
• Maintain strong client engagement and reduce client attrition.

5. Internal Coordination

• Coordinate with investment/research and operations teams to ensure smooth execution.
• Ensure all client commitments and follow-ups are completed on time.
• Maintain accurate client records and meeting notes in the CRM.

6. Escalation & Management

• Handle routine client matters independently.
• Escalate only complex, sensitive or high-value matters to senior management.
• Act as the primary relationship owner for assigned clients.

Candidate Profile

We are looking for someone who is:

• 4–8 years of experience in Wealth Management, Mutual Funds, PMS, AIF, Private Banking, Broking or a similar financial-services environment.
• Experienced in handling HNI/affluent clients.
• Excellent in verbal and written communication.
• Highly presentable, professional and confident.
• Strong in investment and financial-market knowledge.
• Comfortable conducting face-to-face client meetings.
• Relationship-oriented rather than purely sales-oriented.
• Capable of independently handling difficult client conversations.
• Strong at follow-ups and execution.
• Comfortable using CRM and digital tools.

Key Performance Indicators

• Minimum 5 client meetings per day
• Portfolio review completion
• Client retention
• AUM retention and growth
• SIP growth
• Additional investment opportunities generated
• Timely completion of client action items
• Client satisfaction
• CRM discipline and reporting

What We Offer

• Opportunity to manage an established HNI client base.
• Strong exposure to Wealth Management and Investment Advisory.
• Performance-linked incentives.
• Opportunity for significant career growth within a growing wealth-management business.
• A role with substantial client ownership and responsibility.

Compensation: 40,000–60,000 per month + performance incentives, depending on experience and profile.