"𝐃𝐨𝐧'𝐭 𝐜𝐨𝐦𝐩𝐞𝐭𝐞 𝐨𝐧 𝐩𝐫𝐢𝐜𝐞. 𝐘𝐨𝐮 𝐜𝐨𝐦𝐩𝐞𝐭𝐞 𝐨𝐧 𝐫𝐞𝐥𝐚𝐭𝐢𝐨𝐧𝐬𝐡𝐢𝐩𝐬."
We're Hiring | Senior Relationship Manager – Wealth Management
📍 Locations: Pune | Mumbai (West) | Delhi/NCR | Bengaluru | Hyderabad | Kolkata | Bhubaneswar | Bhopal
Join one of India's fastest-growing Wealth Management businesses!
Key Requirements:
✅ 2+ years of experience in Wealth Management / Private Banking / Investment Advisory
✅ Individual Contributor (IC) role
✅ Proven experience in self-sourcing HNI/Affluent clients
✅ Strong B2C sales and relationship management skills
✅ Mandatory experience in Mutual Funds
✅ Exposure to PMS, AIF, Bonds, and other investment products is an added advantage
✅ Stable career with a strong sales track record
Role: Individual Contributor (No Team Handling)
Acquire new HNI/UHNI clients through self-sourcing, referrals, networking, and market references.
Build and maintain long-term relationships with clients.
Understand clients' financial goals, risk appetite, and investment requirements.
Advise clients on investment products such as:
Mutual Funds
Portfolio Management Services (PMS)
Alternative Investment Funds (AIF)
Bonds & Fixed Income Products
Structured Products
Insurance Solutions
Equity & Securities (where applicable)