Head Relationship Manager

About the Role :

We are seeking highly energetic and self-motivated professionals with a passion for creating holistic, technology-driven wealth management experiences. The ideal candidate will possess strong strategic thinking, analytical, and problem-solving skills, coupled with excellent communication and stakeholder management abilities. You will lead business development initiatives, manage high-value client relationships, and deliver superior investment advisory services tailored to HNI and UHNI clients.

Key Responsibilities :

• Drive business development and client acquisition for HNI and UHNI segments.
• Act as a trusted financial advisor by providing bespoke investment solutions aligned with client goals.
• Collaborate with Research and Advisory teams to design holistic wealth management strategies.
• Track market trends, investment opportunities, and client portfolios to ensure superior financial performance.
• Formulate and execute outbound and inbound sales strategies to grow the client base.
• Conduct client risk profiling and recommend investment products accordingly.
• Achieve product-wise and cross-selling targets through deep understanding of client demographics and risk appetite.
• Prepare and maintain sales reports, forecasts, and performance dashboards for regular management review.
• Ensure compliance with regulatory and organizational standards while maintaining the highest level of ethical practices.

Skills and Competencies :

Preferred Educational Qualifications :

Experience :

Skills Required

Wealth Management, Investment Advisory, Client Acquisition, Business Development, Relationship Management, Financial Planning