Job Overview
The Relationship manager will be responsible to acquire and grow the Portfolio by providing personalized financial solutions and Investment advisory . Ensure Long-term Relationship values , revenue growth and build AUM.
1) Manage and deepen relationships with UHNI clients, acting as the primary point of contact for their comprehensive wealth requirements.
2) Acquire and onboard new UHNI relationships through strong market connect, referrals, and client networking.
3) Develop customized investment and wealth management strategies aligned with clients’ financial objectives and risk profiles.
4) Drive AUM growth, revenue generation, and wallet share through investments, PMS, AIFs, mutual funds, structured products, and other wealth solutions.
5) Collaborate with product specialists and internal teams to deliver high-touch, personalized wealth solutions and exceptional client experience.
Ideal Candidature – Private Wealth RM | UHNI Clients 12+ years of experience in Private Banking / Wealth Management, with strong exposure to UHNI clientele.Proven track record of managing ₹100 Cr+ AUM / significant UHNI client portfolios with strong revenue contribution.Strong expertise across PMS, AIF, Mutual Funds, Equities, Bonds, Structured Products and other investment solutions. Established network of UHNI clients, entrepreneurs, family offices and affluent investors, with demonstrated client acquisition capabilities.Candidates currently managing large UHNI books and generating strong revenue, with a proven ability to deepen relationships and grow AUM.