SENIOR RELATIONSHIP MANAGER

Role: Senior Relationship Manager

• Education:Graduate/Post-Graduate in Marketing or Finance
• CTC:15 ?20 L P.A
• Experience:35 years in Private Banking or Wealth Management
• Working Days:Monday to Saturday
• Employment Type:Full-time

Job Summary:

We are seeking an experienced and dynamic Senior Relationship Manager to join our Wealth Management team. The ideal candidate should have a proven track record in managing HNI and Ultra-HNI clients, with strong relationship-building skills, comprehensive product knowledge, and a client-first approach.

Key Responsibilities:

• Acquire and manage relationships with HNI and Ultra-HNI clients.
• Build and maintain long-term relationships by providing customized financial solutions that align with clients goals.
• Conduct regular portfolio reviews and ensure optimal asset allocation for sustained financial growth.
• Stay updated on market trends, investment products, and financial opportunities to deliver innovative, tech-driven solutions.
• Develop a strong sales pipeline for short, medium, and long-term business growth.
• Offer strategic investment advice and cross-sell relevant financial products.
• Ensure timely communication and updates on portfolio performance and market developments.
• Collaborate with internal teams to enhance client experience and ensure compliance with company policies.

Required Skills & Attributes :

• Experience:

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  35 years of relevant experience in Private Banking or Wealth Management.
• Client Base:Possesses an existing HNI client portfolio.
• Network:Strong professional connections within Corporate and SME segments.
• Product Knowledge:Excellent understanding of investment products across asset classes.
• Communication:Exceptional communication, presentation, and interpersonal skills.
• Personality:Confident, self-motivated, and target-driven.
• Client Focus:Ability to build long-term relationships based on trust and deliver high quality advisory services.

Job Type: Full-time