Senior Relationship ManagerISOLN Wealth • dehradun, India
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Senior Relationship Manager
ISOLN Wealth • dehradun, India
16 hours ago
Job descriptionExperience : 5-7 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 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 :
Education : Graduate / Post-Graduate in Marketing or Finance
CTC : ₹15 – ₹20 LPA
Experience : 5-7 years in Private Banking or Wealth Management
Working Days : Monday to Saturday
Employment Type : Full-time
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Relationship Manager • dehradun, India
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