Relationship Manager

Role Overview

The Relationship Manager will focus on building and managing relationships with high-net-worth individuals, bringing in new clients for investment advisory offerings, and supporting the growth of wealth-focused business relationships in Mumbai.

Key Responsibilities

• Handle relationships with high-net-worth individuals and work toward bringing them on board as new clients for investment advisory solutions.
• Spot opportunities to cross-sell mutual funds, private banking services, and other financial products through direct selling efforts.
• Build a clear understanding of each HNI client’s financial priorities and investment objectives so recommendations can be aligned to their needs.
• Work closely with internal teams to make sure services are delivered smoothly to current clients.

Candidate Requirements

• Applicants should have 1 to 6 years of experience in retail sales or a closely related area such as direct sales, HNI acquisition, or investment advisory.
• A solid understanding of investment products, including mutual funds, private banking, and other financial instruments, is expected.
• Strong communication skills are needed, along with the ability to develop trust and connect well with high-net-worth individuals at different levels.

Additional Information

Location: Mumbai, India

Education requirement: Graduation is not mandatory.