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Confidential Role
A wealth management firm in Mumbai
Relationship Manager - Wealth Management (HNI)
Up to ₹20 LPA Senior Wealth Management Mumbai, Maharashtra, India
About The Role
We are seeking an experienced and client-focused Relationship Manager to own and grow a book of HNI and UHNI families. The ideal candidate will possess strong relationship management capabilities and a proven track record of retaining and deepening long-horizon client relationships. This role will be responsible for asset allocation across mutual funds, PMS, AIFs and fixed income, for periodic portfolio reviews, and for growing AUM through referrals and new client acquisition.
Key Responsibilities
- Book Ownership: Own end to end relationships for a defined set of HNI and UHNI families, acting as their single point of contact.
- Asset Allocation: Lead asset allocation, liquidity planning and wealth structuring conversations with principals and next generation members.
- Portfolio Reviews: Review portfolios on a fixed cycle and hold the performance conversations, including the difficult ones.
- Product Advisory: Advise across mutual funds, PMS, AIFs, fixed income and structured products, matching each recommendation to the client's stated horizon and risk profile.
- AUM Growth: Grow the book through referrals, wallet share within existing families, and new client acquisition.
- Suitability and Documentation: Keep every recommendation documented and inside the client's recorded risk profile, escalating the ones that sit near the edge.
- Cross-Functional Coordination: Work with the product, research and operations desks to deliver a seamless client experience.
Educational Qualification
- Graduate degree required. MBA or CFA preferred. NISM Series V-A and X-A or X-B certification, or the ability to clear them quickly.
- 5+ years in wealth management, private banking or a broking relationship role, with AUM numbers you can speak to.
What We Offer
- A defined book from day one rather than a cold start.
- Research and product support so you are not forming views alone.
- A transparent incentive structure tied to book growth and retention.
- Mumbai based role with client meetings across the city.
Apply Now
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