Relationship Manager

Location: Coimbatore

Department: Wealth Management

Employment Type: Full-time

We are seeking a dynamic and client-focused Relationship Manager to join our Wealth Management team in Coimbatore. The ideal candidate will be responsible for acquiring, managing, and growing high-net-worth (HNI) clients by providing personalised investment solutions and superior client service.

• Identify, acquire, and onboard High-Net-Worth Individuals (HNIs) and affluent clients.
• Build a strong pipeline of prospects through referrals, networking, and market intelligence.
• Achieve monthly and quarterly business targets for investment products.

• Maintain long-term, trust-based relationships with clients.
• Conduct regular portfolio reviews and propose suitable investment strategies.
• Act as a single point of contact for client queries, transactions, and wealth planning needs.

• Understand client risk profiles, financial goals, and investment preferences.
• Recommend appropriate wealth products such as mutual funds, PMS, AIFs, bonds, insurance, and structured products.
• Stay updated on market trends, regulatory changes, and new investment opportunities.

• Ensure all documentation, KYC, and regulatory requirements are met.
• Coordinate with internal teams for smooth client transactions and onboarding.
• Adhere to company policies and SEBI guidelines at all times.

• Bachelor's degree in Finance, Business, Economics, or related field (MBA preferred).
• 25 years of experience in wealth management, BFSI, or investment advisory.
• Strong understanding of financial markets, investment products, and risk profiling.
• Excellent communication, interpersonal, and negotiation skills.
• Ability to manage HNI clients with professionalism and discretion.
• Certifications like NISM VA, NISM XA/XB, or CFP are an added advantage.

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