We are looking for a dynamic, client-focused, and result-oriented Relationship Manager to build and nurture strong relationships with High-Net-Worth (HNI) clients. The ideal candidate should have strong expertise in wealth management, financial markets, investment products, portfolio management, and business development, along with a proven ability to deliver personalized financial solutions and exceptional client service.
📍 Position Details
| Parameter | Details |
|---|---|
| Role | Relationship Manager |
| Location | Mumbai |
| Experience | 3–6 Years |
| Employment Type | Full-Time |
| Budget | ₹9 – 16 LPA |
| Work Timings | General Shift |
🔹 Key Responsibilities
| Category | Details |
|---|---|
| Client Acquisition | Acquire and manage a portfolio of HNI clients and understand their investment requirements |
| Financial Planning | Profile clients and provide personalized investment solutions aligned with their short- and long-term financial goals |
| Product Offerings | Offer a diverse product bouquet including Debt Products, Structured Products, Equities, Mutual Funds, Fund-based Real Estate Products, and other investment products |
| Cross-Selling | Deepen client relationships through cross-selling and increasing share of wallet |
| Revenue Generation | Ensure portfolio profitability and generate high income per customer |
| Business Development | Acquire new clients through networking, referrals, cross-referrals, and business development initiatives |
| Marketing Support | Support marketing and acquisition initiatives, including micro-events for new client acquisition |
| Collaboration | Collaborate with Research, Investment, Compliance, and internal teams to deliver accurate and compliant investment solutions |
| Market Monitoring | Monitor industry trends, economic developments, financial markets, and regulatory changes relevant to client portfolios |
| Analytics | Contribute to portfolio performance analysis, portfolio modelling, business analytics, and wealth management activities |
🔹 What We’re Looking For
| Criteria | Details |
|---|---|
| Education | Graduate/Postgraduate in any discipline |
| Experience | 3–6 years of relevant experience in wealth management |
| Product Knowledge | Strong understanding of financial markets, investment products, and wealth management |
| Client Management | Excellent relationship management, networking, analytical, and client-servicing skills |
| Business Acumen | Strong business development and client acquisition orientation |
| Compliance | High focus on compliance, customer needs, ownership, and long-term relationship building |
🔹 Key Skills Required
| Category | Skills |
|---|---|
| Wealth Management | HNI client handling, portfolio management |
| Investment Products | Equities, Mutual Funds, Debt, Structured Products |
| Business Development | Client acquisition, networking, referrals |
| Communication | Excellent communication and interpersonal skills |
| Analytical | Portfolio analysis, financial modelling |
📩 How to Apply
Interested candidates can share their updated resume or comment “Interested”. Our team will reach out to you.
📌 Subject line suggestion: Relationship Manager – [Your Name] – [Years of Experience]
To apply for this job email your details to hrm@logfixscm.com
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