(11 / 10 / 2025) HNI Sales Manager

Job Description - Relationship Manager – HNI Sales

SUMMARY : - The Relationship Manager-Wealth is the ultimate face of the business as (S) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.

PRE-REQUISITES : -

• Relationship Managers with prior experience of working in a Broking / Private bank / wealth management set up.
• Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above.
• Experience of advising clients across all asset classes.
• Candidates having good vintage in their present as well as previous companies.

ROLES & RESPONSIBILITIES : -

JOB SPECIFICATIONS REQUIRED :

Qualifications : An MBA / PGDM or Graduate – (Finance / Marketing) Degree holder or focused education in Financial planning / Wealth Management. Other qualifications like CFP will be an advantage.

Experience : Minimum 6 months experience in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI sector with good business / market knowledge. Having experience of handling HNI Client Acquisitions and Relationship Management & service.

Desired Skill Set :

MOST Important : Do and Don’t :

HNI- Relationship Managers 1. Stability - at least average of 2-3 years in each of his last jobs / should not have changed more than 2 jobs in last 5 years 2. From the same Geography – Candidate should be from the same location 3. Candidate who has earned incentives 4. Hands on experience in HNI relationships – no retail, no franchisee network, no online / telecalling sales. 5. Ability and willingness to manage clients – not dependent on assignment clients by organization. 6. Has passion and willingness for field work and relationship management 7. Preferably from HNI Broking / PCG Desk of Stock Broking Equity Segment organization with High Value relationships 8. Willing to work in individually capacity.