Job Description:

We are hiring Relationship Managers for our Wealth Management team across top metro cities, including Mumbai, Bengaluru, Hyderabad, Chennai, Kolkata, and Pune.

About the Role:

As a Relationship Manager, you will be responsible for acquiring and managing HNI/UHNI clients , Super HNI, Large Clients & PCG , ensuring growth in AUM (Assets Under Management), and delivering top-notch wealth advisory services.

Key Responsibilities:

- Acquire new-to-firm (NTF) HNI/UHNI clients, Super HNI, Large Clients & PCG and drive revenue generation.

- Build and manage a robust client portfolio by analyzing their financial goals.

- Provide tailored financial advice on investment products such as Mutual Funds, PMS, Bonds, and more.

- Monitor market trends to ensure client portfolios remain aligned with current opportunities.

- Conduct mandatory client meetings to maintain strong relationships and deliver updates on market scenarios.

- Collaborate with internal teams to execute effective investment strategies.

What We're Looking For:

- Education: Graduate/Post-Graduate in any discipline.

- Experience: 5+ years in Wealth Management, preferably from a wealth platform or banking background.

- Skills: Strong domain knowledge of investment products, market trends, and a client-first approach. Certifications like AMFI/IRDA are a plus.

- IT Skills: Proficiency in MS Office, especially Excel.

Compensation:

- 15-30 LPA (based on experience and performance).

Locations Available:

Mumbai, Pune, Bengaluru, Hyderabad, Chennai, Kolkata.

Why Join Us

- Work with a leading Wealth Management firm with a strong client base.

- Exciting growth opportunities with exposure to the latest investment products.

- Competitive pay and performance-based incentives.

How to Apply:

Send your updated resume to:

Please include the subject line: Application for Relationship Manager - Wealth Management.

For queries, feel free to reach out via email.

Don't miss the opportunity to join a high-growth organization and build a successful career in Wealth Management!