Head Relationship Manager

About the Role:

We are seeking highly energetic and self-motivated professionals with a passion for creating holistic, technology-driven wealth management experiences. The ideal candidate will possess strong strategic thinking, analytical, and problem-solving skills, coupled with excellent communication and stakeholder management abilities. You will lead business development initiatives, manage high-value client relationships, and deliver superior investment advisory services tailored to HNI and UHNI clients.

Key Responsibilities:

• Drive business development and client acquisition for HNI and UHNI segments.
• Act as a trusted financial advisor by providing bespoke investment solutions aligned with client goals.
• Collaborate with Research and Advisory teams to design holistic wealth management strategies.
• Track market trends, investment opportunities, and client portfolios to ensure superior financial performance.
• Formulate and execute outbound and inbound sales strategies to grow the client base.
• Conduct client risk profiling and recommend investment products accordingly.
• Achieve product-wise and cross-selling targets through deep understanding of client demographics and risk appetite.
• Prepare and maintain sales reports, forecasts, and performance dashboards for regular management review.
• Ensure compliance with regulatory and organizational standards while maintaining the highest level of ethical practices.

Skills and Competencies:

• Strong ability to analyze and leverage data tools for wealth product management.
• Proven experience in client acquisition, relationship management, and revenue growth.
• Excellent communication, negotiation, and interpersonal skills.
• Strategic thinker with strong decision-making and problem-solving abilities.
• Client-centric mindset with a commitment to delivering superior service.
• Strong compliance awareness and risk management skills.
• Capable of multitasking and prioritizing in a fast-paced environment.
• Demonstrated leadership and team collaboration capabilities.

Preferred Educational Qualifications:

• MBA, CA, or equivalent degree from a reputed institution.
• Relevant certifications in investment or wealth management (e.g., CFP, CFA preferred).

Experience:

• 15–25 years of experience in Investment Advisory, Wealth Management, or Private Banking.
• Proven track record in managing high-value portfolios and achieving consistent business growth.