BlissMoney
Website:
blissmoney.in
Job details:
Job Description – Relationship Manager (HNI / Wealth Management)
Location: Bengaluru
Experience: 2–8 Years
Industry: NBFC / Banking / Wealth Management
About the Role
We are looking for a seasoned Relationship Manager – HNI / Wealth Management to manage and grow a portfolio of high-net-worth clients. The role involves delivering customized wealth solutions, deepening client relationships, and driving revenue through advisory-led product distribution.
Key Responsibilities
Client Acquisition & Portfolio Management
- Acquire and manage a portfolio of HNI / Ultra HNI clients
- Build long-term relationships based on trust, service, and performance
- Manage client portfolios with a focus on growth, retention, and profitability
Wealth Advisory & Financial Planning
- Understand client financial goals, risk appetite, and investment horizon
- Provide tailored investment strategies across asset classes
- Offer holistic wealth solutions including investment planning, tax optimization, and estate considerations
Product Distribution & Revenue Generation
- Drive revenue through advisory and distribution of wealth products:
- Mutual Funds (Equity, Debt, PMS, AIF)
- Insurance (Life & General)
- Structured Products / Bonds / Fixed Income
- Achieve AUM growth and revenue targets
- Maximize wallet share and cross-sell opportunities
Client Engagement & Servicing
- Conduct regular portfolio reviews and performance discussions
- Provide market insights, investment updates, and proactive recommendations
- Ensure best-in-class service experience and quick resolution of client queries
Business Development
- Generate new HNI leads through referrals, networks, and industry connections
- Leverage existing relationships to expand client base
- Collaborate with internal teams for seamless execution
Compliance & Risk Management
- Ensure adherence to regulatory guidelines and internal compliance
- Maintain proper documentation and client profiling (KYC, risk assessment)
Candidate Profile
Educational Qualification
- Graduate/Postgraduate in Finance, MBA preferred
- Certifications like NISM, CFP, CFA (preferred but not mandatory)
Experience
- 2–8 years of experience in Wealth Management / Private Banking / HNI RM role
- Proven track record of managing HNI clients and achieving AUM/revenue targets
Key Skills & Competencies
- Strong understanding of wealth products (MF, PMS, AIF, Bonds, Insurance)
- Excellent client relationship and stakeholder management skills
- High level of financial acumen and advisory capability
- Strong networking and business development skills
- Ability to engage with affluent clients with professionalism and confidence
- Target-driven with a consultative selling approach
Key Performance Indicators (KPIs)
- Assets Under Management (AUM) growth
- Revenue generation (fees, commissions, cross-sell)
- Client acquisition (HNI segment)
- Client retention and satisfaction
- Product penetration and wallet share
Compensation & Benefits
- Competitive fixed salary + high-performance incentives
- Opportunity to manage premium HNI client base
- Career progression in Wealth / Private Banking
Application Process
Interested candidates can apply via Naukri / LinkedIn or share their resume at:
📧 hr@blissmoney.in
📞 63648 33952
Click on Apply to know more.