Relationship Manager (Direct Sales)

Job Requirements: 

• MBA in Finance (Full-Time) / CA / CFA / CFP from a reputed institution.
• 5 years of relevant experience in wealth management, asset management, or financial services, with a strong focus on HNI/UHNI client segments.
• Demonstrated expertise in relationship building and managing the complex, evolving needs of affluent clients and family offices.
• Strong understanding of financial products including Mutual Funds, Portfolio Management Services (PMS), and Alternative Investment Funds (AIF).
• Proven track record of consistently exceeding client expectations through a client-centric and solution-driven approach.
• Excellent communication, presentation, and interpersonal skills with a strong executive presence.
• High degree of professionalism, integrity, and adherence to regulatory and compliance standards.

Job Responsibilities: 

• Develop and manage relationships with High Net Worth Individuals (HNI), Ultra High Net Worth Individuals (UHNI), and family offices, positioning the organization's investment solutions effectively.
• Recommend and deliver tailored investment strategies leveraging the full suite of Mutual Funds, PMS, and AIF offerings, aligned to client objectives and risk profiles.
• Drive new client acquisition through referrals, networking, and relationship-led business development initiatives.
• Strengthen existing relationships to enhance client engagement and increase share of wallet.
• Identify and capitalize on new business opportunities through proactive client interactions and market intelligence.
• Deliver a superior client experience through timely service, responsiveness, and personalized engagement.
• Proactively communicate market insights, trends, and portfolio performance updates to clients.
• Ensure strict adherence to all regulatory requirements, internal policies, and compliance frameworks.