Senior Relationship Manager

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