01Overview
Job Title: Senior Relationship Manager - Wealth Management
Location: Hyderabad (or specify any other location)
Experience: 5-6 Years
Industry: Banking / Financial Services / Wealth Management
About the Role
We are seeking a highly motivated and experienced Relationship Manager - Wealth Management to build and manage relationships with High Net Worth Individuals (HNIs) and Non-Resident Indian (NRI) clients. This role requires a strong blend of client management, financial advisory, and sales capabilities, with a focus on driving revenue through tailored wealth management solutions.
Key Responsibilities
Client Acquisition & Portfolio Growth
Identify, acquire, and onboard new HNI and NRI clients through referrals, networking, and market outreach
Develop and execute strategies to expand the existing client base and increase Assets Under Management (AUM)
Leverage existing relationships and professional networks to generate recent business opportunities
Relationship Management
Build and maintain strong, trusted relationships with clients through regular engagement
Act as the primary point of contact for clients, addressing their financial needs and queries
Ensure high levels of client satisfaction, retention, and loyalty
Wealth Advisory & Financial Planning
Understand client financial goals, risk appetite, and investment horizon
Provide customized investment advisory solutions aligned with client objectives
Structure and recommend portfolios across asset classes including:
Mutual Funds
Portfolio Management Services (PMS)
Insurance and risk products
Alternate investments (if applicable)
Sales & Revenue Generation
Drive revenue through cross-selling and upselling of wealth management products
Achieve assigned sales and revenue targets on a monthly/quarterly basis
Monitor and improve wallet share from existing clients
Market Intelligence & Advisory
Track market trends, economic developments, and financial products
Provide timely market insights and a .
