Senior Wealth Relationship Manager

Roles and Responsibilities

• Pure acquisition through networking, referrals, and market research
• Bring existing HNI client relationship/AUM from previous employment and generate revenue through MF, PMS and Financial products
  
• Collaborate with internal teams such as sales, product development, and operations to ensure seamless delivery of services to clients.
  
• Analyze client needs and provide tailored investment advice using various investment strategies.
  
• Manage high net worth individual (HNI) clients' portfolios by providing personalized wealth management solutions.
  

Desired Candidate Profile

• Candidates with an existing HNI client book/AUM of Rs 30 Cr +, with the ability and willingness to bring their existing relationships/AUM from previous employment
• 4-9 years of experience in HNI Sales or Wealth Management in BFSI industry.
  
• Strong understanding of Mutual Funds Sales, Portfolio Management Services (PMS), and other financial products.
  
• Excellent communication skills for building rapport with high net worth individuals.
  
• Ability to work independently with minimal supervision while meeting targets set by the organization.