About Company
The company operates in the investment management and financial advisory industry, focusing on research-driven portfolio strategies and asset management services.
About the Role :
We are seeking a dynamic and client-focused Relationship Manager – Direct Sales to manage and expand relationships with High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients. The role involves providing investment advisory services, driving asset growth, delivering superior client experiences, and achieving revenue targets through consultative selling and relationship-led business development.The ideal candidate should possess strong knowledge of investment products, wealth management solutions, and financial markets, along with a proven track record in client acquisition and portfolio growth within regulated financial services environments.
Key Responsibilities
1. Client Relationship Management
- Develop, manage, and strengthen relationships with HNI/UHNI clients.
- Understand clients financial objectives, risk appetite, and investment preferences.
- Deliver customized investment solutions aligned with client requirements.
- Ensure high levels of client satisfaction, retention, and engagement.
2. Business Development & Revenue Generation
- Achieve assigned revenue and Assets Under Management (AUM) growth targets.
- Generate new business through referrals, networking, and relationship expansion.
- Identify opportunities to increase wallet share and deepen existing client relationships.
- Build a strong pipeline of prospective clients and convert leads into long-term relationships.
3. Investment Advisory
- Recommend suitable investment products across:
- Portfolio Management Services (PMS)
- Alternative Investment Funds (AIFs)
- Mutual Funds
- Fixed Income Products
- Structured Products
- Other Wealth Management Solutions
- Stay updated on market trends, economic developments, and investment opportunities.
- Conduct periodic portfolio reviews and provide timely investment recommendations.
4. Compliance & Risk Management
- Ensure adherence to SEBI regulations, internal policies, and compliance requirements.
- Maintain accurate client documentation and regulatory records.
- Follow all KYC, AML, and risk management guidelines.
5. Collaboration & Stakeholder Management
- Coordinate with Investment Advisory, Operations, Compliance, and Product teams to ensure seamless client servicing.
- Work closely with senior management to execute business growth initiatives.
- Represent the organization at client meetings, networking forums, and industry events.
Experience
- 5–15 years of experience in Wealth Management, PMS, AIF, Asset Management, Private Banking, Broking, or Financial Services.
- Demonstrated success in client acquisition, relationship management, and revenue generation.
- Experience managing HNI/UHNI client portfolios is highly preferred.
Skills & Competencies
- Strong relationship management and consultative selling skills.
- Excellent understanding of financial markets and investment products.
- Ability to provide investment-led solutions and advisory services.
- Strong communication, presentation, and interpersonal skills.
- Proven business development and networking capabilities.
- Client-centric mindset with a focus on long-term relationship building.
- High level of integrity, professionalism, and regulatory awareness.
Preferred Background
Candidates from the following organizations will be preferred:
- PMS Firms
- AIF Platforms
- Wealth Management Firms
- Asset Management Companies (AMCs)
- Private Banks
- Stock Broking & Investment Advisory Firms
Key Performance Indicators (KPIs)
- Revenue generation and achievement of sales targets.
- Growth in Assets Under Management (AUM).
- Wallet share expansion within existing client relationships.
- Client acquisition and retention.
- Client satisfaction and engagement levels.
- Cross-selling and upselling success.
- Compliance adherence and process efficiency.
Preferred Client Segment
- High-Net-Worth Individuals (HNIs)
- Ultra-High-Net-Worth Individuals (UHNIs)
