The Premier Consultants ( Recruitment Company )
Website:
thepremierconsultants.com
Job details:
π Hiring: Relationship Manager β HNI / UHNI
We are hiring a Relationship Manager β HNI/UHNI for a Leading Wealth Management opportunity across Mumbai/Chennai/Kerala/Trichy/Salem
π Location: Mumbai/Chennai/Kerala/Trichy/Salem
π’ Work Mode: Work From Office (WFO)
π
Working Days: 5 Days
Key Responsibilities:
β’ Manage and expand HNI/UHNI client relationships with a focus on AUM growth & retention
β’ Acquire new clients and deepen existing relationships through customized wealth solutions
β’ Advise and distribute Mutual Funds, PMS, AIFs, Fixed Income, Structured Products, Insurance and other investment solutions
β’ Understand client objectives and risk profiles to develop customized investment strategies
β’ Conduct portfolio reviews and drive advisory-led revenue generation
β’ Collaborate with research, product and investment teams to deliver holistic wealth solutions
β’ Ensure strong client engagement while maintaining regulatory & compliance standards
Key Requirements:
β
Strong expertise across wealth management & investment products
β
Proven track record in client acquisition, networking & business development
β
Strong relationship management and advisory skills
β
Experience handling HNI/UHNI clients
π© Interested candidates: Share your CV at esha@thepremierconsultants.com
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