Wealth Relationship Manager

Relationship Manager
Location: Mumbai
Vertical: Wealth Management
Role: Relationship Manager / Senior Relationship Manager

Key Responsibilities
Acquire and develop HNI/UHNI clients through own network, referrals and market relationships.
Build and maintain long-term relationships with HNI/UHNI clients.
Understand clients' investment objectives, risk profile and financial requirements.
Advise/distribute suitable wealth and investment solutions across products.
Grow AUM / Trail Assets and generate revenue from the assigned client portfolio.
Identify opportunities for new client acquisition, cross-selling and up-selling.
Conduct regular portfolio reviews and provide market/investment updates to clients.
Develop relationships with business owners, promoters, CXOs, professionals, family offices and affluent individuals.
Work closely with investment/product specialists and internal teams to provide customised solutions.
Maintain strong client engagement and ensure high-quality service.
Achieve assigned AUM, revenue, acquisition and client-retention targets.
Maintain accurate client and pipeline information in CRM.