Relationship Manager - Private Wealth - HNI/UHNI (10-15 yrs)

About the Role:

We are looking for a dynamic and driven Relationship Manager - Private Wealth for a leading NBFC. This is a front-end role focused on managing and growing high-net-worth (HNI/UHNI) client relationships and offering the full suite of wealth management products.

Key Responsibilities:

- Acquire and manage a portfolio of HNI/UHNI clients.

- Understand client financial goals and offer suitable wealth products including:

- Mutual Funds

- PMS & AIFs

- Bonds & Fixed Income

- Structured Products

- Insurance & Alternate Investments

- Deliver best-in-class investment advice and portfolio solutions.

- Ensure high standards of client servicing and compliance.

- Achieve revenue targets through cross-selling and upselling of products.

Requirements:

- 10 years of experience in wealth management/private banking.

- Proven track record of handling HNI/UHNI clients.

- Strong product knowledge across investment and wealth products.

- Excellent interpersonal and relationship-building skills.

- AMFI/NISM certification preferred.

Why Join Us?

- Work with a trusted and reputed name in the NBFC sector.

- Access to a strong product basket and platform.

- Growth-oriented and high-performance culture.

- Competitive compensation and incentives.