Senior Wealth Relationship Manager- Hyderabad, Kerala, Chennai, Bengaluru
Senior Wealth Relationship Manager- Hyderabad, Kerala, Chennai, Bengaluru
neuraleap group- Posted 59 minutes ago
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Job Description
Job Description: Senior Wealth Relationship Manager
Location: Bangalore, Hyderabad, Chennai, Kerala
Department: Global Private Wealth
Designation: Senior Wealth Relationship Manager
Compensation: Best in Industry
About The Opportunity
We are strengthening our Global Private Wealth team with high-performing Senior Wealth Relationship Managers who want a platform offering greater freedom, higher earning potential and faster growth than traditional banks and wealth firms.
If you are performing well in your current organisation but feel limited by structure, payouts or visibility, this role is designed for you. You will work directly with leadership, manage HNI and Ultra-HNI relationships, and build a large AUM book supported by one of the strongest platforms in the industry.
Key Responsibilities
Build, manage and grow a portfolio of HNI and Ultra-HNI clients
Understand client goals and deliver long-term wealth strategies
Lead asset acquisition across Mutual Funds, PMS, AIFs, Bonds, Structured Products, Insurance and Direct Equity
Maintain high-quality engagement through proactive reviews and advisory
Deliver steady monthly and annual revenue and AUM growth
Stay updated on markets, products and regulatory developments
Coordinate with product, research and operations teams for seamless client delivery
Uphold strong standards of compliance, ethics and transparency
Ideal Background
Minimum 10 years of experience in wealth management, private banking or advisory
Strong track record with HNI/Ultra-HNI clients and revenue performance
Strength in networking, advisory and relationship management
Growth-driven, disciplined and client-focused approach
A ready HNI/Ultra-HNI network is an advantage
Why This Role Stands Out
Faster Growth
Progress faster than at traditional banks, brokerage houses and NBFCs. High performers receive immediate visibility and leadership support.
Direct Access to Leadership
Work closely with senior leadership, with quicker decisions and real-time guidance.
High Earning Potential
Attractive incentives, transparent payouts and international rewards for consistent performers.
Strong and Diverse Product Platform
Full access to Mutual Funds, PMS, AIFs, Bonds, Structured Products, Corporate FDs, Life & General Insurance and offshore products.
Freedom and Ownership
No rigid hierarchy. You control your book, your growth and your earnings.
Biannual Appraisals
A clear, structured review system, held twice a year, that rewards consistent performance.
Transparent Car Reward Policy
Achievers benefit from a clear and well-defined car reward plan.
Strong Brand Credibility
A 61-year legacy that supports client acquisition and conversions.
Fast Career Progression
High performers move quickly into leadership roles with expanded responsibilities.
Skills: hni,aif,relationship manager,aum,wealth,wealth managment,mutual fund,mutual funds,pms
Location: Bangalore, Hyderabad, Chennai, Kerala
Department: Global Private Wealth
Designation: Senior Wealth Relationship Manager
Compensation: Best in Industry
About The Opportunity
We are strengthening our Global Private Wealth team with high-performing Senior Wealth Relationship Managers who want a platform offering greater freedom, higher earning potential and faster growth than traditional banks and wealth firms.
If you are performing well in your current organisation but feel limited by structure, payouts or visibility, this role is designed for you. You will work directly with leadership, manage HNI and Ultra-HNI relationships, and build a large AUM book supported by one of the strongest platforms in the industry.
Key Responsibilities
Build, manage and grow a portfolio of HNI and Ultra-HNI clients
Understand client goals and deliver long-term wealth strategies
Lead asset acquisition across Mutual Funds, PMS, AIFs, Bonds, Structured Products, Insurance and Direct Equity
Maintain high-quality engagement through proactive reviews and advisory
Deliver steady monthly and annual revenue and AUM growth
Stay updated on markets, products and regulatory developments
Coordinate with product, research and operations teams for seamless client delivery
Uphold strong standards of compliance, ethics and transparency
Ideal Background
Minimum 10 years of experience in wealth management, private banking or advisory
Strong track record with HNI/Ultra-HNI clients and revenue performance
Strength in networking, advisory and relationship management
Growth-driven, disciplined and client-focused approach
A ready HNI/Ultra-HNI network is an advantage
Why This Role Stands Out
Faster Growth
Progress faster than at traditional banks, brokerage houses and NBFCs. High performers receive immediate visibility and leadership support.
Direct Access to Leadership
Work closely with senior leadership, with quicker decisions and real-time guidance.
High Earning Potential
Attractive incentives, transparent payouts and international rewards for consistent performers.
Strong and Diverse Product Platform
Full access to Mutual Funds, PMS, AIFs, Bonds, Structured Products, Corporate FDs, Life & General Insurance and offshore products.
Freedom and Ownership
No rigid hierarchy. You control your book, your growth and your earnings.
Biannual Appraisals
A clear, structured review system, held twice a year, that rewards consistent performance.
Transparent Car Reward Policy
Achievers benefit from a clear and well-defined car reward plan.
Strong Brand Credibility
A 61-year legacy that supports client acquisition and conversions.
Fast Career Progression
High performers move quickly into leadership roles with expanded responsibilities.
Skills: hni,aif,relationship manager,aum,wealth,wealth managment,mutual fund,mutual funds,pms
More Info
Key Skills
About Company
Skills:
pipeline management , Market Expansion, Sales Strategies, Business Development, Mutual Fund Distribution
Skills:
Relationship Manager, Customer Orientation, Financial Advisor, Sales
Early Applicant
Walk-in
Skills:
Portfolio Management Services (PMS), Brokerage & Revenue Management, Risk Management & Compliance, trading operations , Team Leadership & Staff Motivation, Customer Acquisition & Retention, HNI & Corporate Client Management, Staff Training & Development, Investor Meets & Client Engagement, Performance Review & MIS, Revenue & Profitability Management, Insurance & PMS, Commodity & Distribution Business, HNI & Corporate Client ManagemenT, Equity Broking, Commodity Trading, Financial Product Selling, Mutual Funds, Insurance Products, HNI Investment Products, Client Portfolio Management, Investment Product Cross-Selling, Branch Management, Business Development, Customer Grievance Handling, Risk Management, Branch Operations Manager, Client Relationship Management, Sales Target Achievement
Skills:
Microsoft .NET Framework, Ax 2009, Sql, Ax 2012, Dixf, Team Foundation Server, Azure, Azure DevOps, data management in D365FO, Morph X, D365F O, Visual Studio Tools for Dynamics AX, AX D365, Integration frameworks AIF
Skills:
Requirements Management, Wealth Management, Product Management, Business Analysis, Agile Delivery