01Overview
Job Description Relationship Manager / Senior Relationship Manager Wealth (Banca Channel).
The Relationship Manager (RM) will acquire, manage, and grow High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI) through the Bank Partnership (Banca) Channel. The RM will work closely with mapped Wealth Relationship Managers of partner banks to identify affluent customers, open 3-in-1 (Savings, Demat & Trading) accounts, provide holistic wealth basket solutions, transfer clients equity AUM, and achieve AUM, revenue, and relationship growth targets.
Key Responsibilities Client Acquisition & Business Development:
Acquire HNI/UHNI clients through mapped Wealth RMs of partner banks.Open 3-in-1 Accounts for eligible clients.Source business through referrals, networking, and existing client relationships.Obtain HNI references and expand business within client networks.Conduct financial need analysis, risk profiling, and goal-based planning.Offer Mutual Funds, PMS, AIF, Bonds, Fixed Income, Structured Products, Insurance, Equity Advisory, Alternate Investments, Fixed Deposits, LAS and NRI Investment Solutions.Facilitate transfer of clients existing equity/demat AUM.Conduct regular portfolio reviews and provide market insightsDeepen existing client relationships and enhance wallet shareWork jointly with mapped Bank Wealth RMs for lead generation, joint meetings, and wealth events.Acquire, develop, and manage Marketing Associates for third-party product distribution and business expansionDeliver targets for client acquisition, AUM, revenue, equity AUM transfer, trading activation, product sales, cross-sell, and retention.Ensure KYC, AML, regulatory compliance, documentation, and coordination with internal teamsKey Performance Indicators:
New HNI/UHNI AcquisitionAUM GrowthEquity AUM TransferRevenue GenerationInvestment Product SalesThird-Party Product DistributionRequired Skills Relationship Management:
Wealth Management, Investment Advisory, Financial Planning, Portfolio Management, HNI Acquisition, Sales & Business Development, Equity Markets, Networking, Communication, Client Servicing, Banking Channel ManagementPreferred Qualification MBA/PGDM (Finance/Marketing) or equivalent. NISM Certifications preferred. CFP/CFA will be an added advantage.
Experience 210+ years in Wealth Management, Private Banking, Affluent Banking, Investment Advisory, Financial Services, Capital Markets or Broking.
Products Managed Mutual Funds, PMS, AIF, Bonds, Fixed Income, Fixed Deposits, Structured Products, Insurance, Equity Advisory, Demat & Trading Accounts, Loans Against Securities, NRI Investment Solutions, Alternate Investments.
Why Join Us Dedicated HNI opportunities through mapped Wealth RMs of leading partner banks, complete wealth product suite, opportunity to transfer and manage client equity portfolios, build a Marketing Associate network, and earn attractive performance-linked incentives with strong career growth
Interested candidate can share cv on pooja.ojha@hipotz.com.
Compensation: 700,000.00 - 1,500,000.00 per year
Work Location: In person .
