Relationship Manager- Private Wealth

Purpose of the Job

The role is responsible for driving AIF & PMS business through distributors & direct sales efforts. The incumbent will focus on relationship management, business development, and revenue growth while ensuring a seamless investment experience for HNIs, Ultra HNIs, and Family Offices

Key Responsibilities

• Ensure effective and smooth relationships with assigned distributors / clients in the region to drive consistent business growth.
• Responsible for prospecting and selling AIF & PMS products to High Net Worth Individuals (HNIs) through direct sales efforts and third-party distributors.
• Develop strong distribution relationships through continuous engagement, training programs, and value-added initiatives.
• Drive business through consultative engagement with Branch Managers, Senior RMs, and Regional Heads to enhance distributor participation.
• Achieve sales targets, increase market share, and drive AIF & PMS penetration in assigned territories.
• Monitor market trends, competitor strategies, and investor behavior to refine sales approach and identify new opportunities.
• Actively generate new sales while strengthening existing client relationships.
• Ensure compliance with SEBI regulations and internal risk management guidelines in all sales and marketing activities

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Skills Required

Risk Management, Relationship Management, Business Development, Sales