Relationship Manager

Job Title: Relationship Manager – HNI Sales

Company: I Cap Financial Services

Location: Bangalore

Employment Type: Full-Time

About Us

I Cap Financial Services is a trusted financial services firm specializing in investment solutions such as Unlisted Shares, Pre-IPO Opportunities, Equities, Mutual Funds, PMS, AIFs, and other wealth creation products. We are committed to helping investors access exclusive opportunities while delivering personalized financial solutions.

Role Overview

We are looking for an experienced and client-focused Relationship Manager to build, manage, and grow relationships with High Net-Worth Individual (HNI) clients. The ideal candidate will have strong relationship management skills, a deep understanding of financial products, and the ability to provide customized investment solutions that align with clients' financial goals.

Key Responsibilities

● Acquire and onboard new HNI and Ultra-HNI clients through networking, referrals, and market outreach.

● Build and maintain long-term relationships with clients by understanding their investment objectives and financial needs.

● Present and recommend suitable investment opportunities across Unlisted Shares, Pre-IPO investments, Equities, Mutual Funds, PMS, AIFs, and other financial products.

● Regularly engage with clients to review portfolio performance and identify new investment opportunities.

● Deliver exceptional client service and ensure high levels of client satisfaction and retention.

● Stay updated on market trends, economic developments, and investment products to provide informed guidance.

● Collaborate with research, advisory, and operations teams to offer seamless client experiences.

● Generate revenue through portfolio expansion, cross-selling, and relationship deepening.

● Achieve individual business targets and contribute to overall organizational growth.

● Ensure compliance with regulatory requirements and company policies in all client interactions.

Requirements

● Bachelor’s degree in Finance, Business Administration, Economics, or a related field (MBA preferred).

● 1–5 years of experience in relationship management, wealth management, financial services, or investment sales.

● Strong understanding of investment products, including equities, mutual funds, PMS, AIFs, unlisted shares, and Pre-IPO opportunities.

● Excellent communication, interpersonal, negotiation, and presentation skills.

● Proven ability to build trust and maintain long-term client relationships.

● Strong client servicing mindset with a consultative sales approach.

● Self-motivated, target-driven, and capable of working in a fast-paced environment.

What We Offer

● Competitive fixed salary with attractive performance-based incentives.

● Opportunity to work with exclusive investment opportunities in the unlisted and Pre-IPO space.

● Exposure to high-value HNI and Ultra-HNI client portfolios.

● Professional growth in a dynamic and rapidly expanding financial services organization.

● Access to industry experts, market insights, and continuous learning opportunities.

Key Skills

● Relationship Management

● Wealth Management

● HNI Client Acquisition

● Investment Advisory

● Financial Markets Knowledge

● Client Retention

● Sales & Business Development

● Portfolio Management

● Communication & Negotiation

● Financial Product Distribution

• It is a Full Time Sales / Business Development job for candidates with 2 - 6+ years Experience.