Relationship Manager Broking (HNI/ UHNI)

Hiring: Relationship Manager – Broking (HNI/ UHNI) | Leading Broking Firm

Location: Kochi/ Trivandrum/ Chennai/ Coimbatore/ Salem/ Trichy

Experience: 5 - 15 Years

Industry: Broking / Wealth Management

Key Responsibilities:

• Manage and expand HNI/ UHNI client relationships with a focus on AUM growth and retention.

• Acquire new clients and deepen existing relationships through customized wealth solutions.

• Advise and distribute Mutual Funds, PMS, AIFs, Fixed Income, Structured Products, Insurance, and other investment solutions.

• Understand client objectives and risk profiles to develop customized investment strategies.

• Conduct regular portfolio reviews and drive advisory-led revenue generation.

• Collaborate with research, product, and investment teams to deliver holistic wealth solutions.

• Maintain strong client engagement while ensuring adherence to regulatory and compliance standards.

Key Requirements:

• Proven experience managing 100 Cr+ individual AUM.

• Average client ticket size of 1 Cr+.

• Strong expertise across wealth management and investment products.

• Demonstrated track record in client acquisition, networking, and business development.

• Strong relationship management and advisory skills.

Interested candidates can share their CV at: [Confidential Information]

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