Client Engagement Channel - Wealth Manager ( Leading Bank)

Aspire & Succeed HR; Kolkata District, Pune District, Delhi; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

Leading Bank is seeking a Senior Manager for the Client Engagement Channel to manage relationships with HNI/UHNI clients across India. The role focuses on acquiring, managing and deepening relationships while representing MF, PMS and AIF investment solutions with emphasis on client experience.

The ideal candidate will drive portfolio growth, ensure high service standards and compliance in all client interactions, working across multiple major cities.

Qualifications

• Experience in wealth management or private banking preferred.
• Strong relationship management with high-value clients.
• Knowledge of mutual funds, PMS and AIF required.

Responsibilities

• Acquire, manage and deepen relationships with HNI/UHNI and Family Office clients.
• Position investment solutions across MF, PMS and AIF per client needs.
• Conduct periodic portfolio reviews and advise on suitable strategies.
• Drive client acquisition and cross-sell to grow wallet share.

Skills

HNI/UHNI client management

Wealth management knowledge

Cross-selling and wallet-share

Client acquisition

Investment products MF PMS AIF

Relationship-building

Education

Any PG Qualification is essential

Job description

Senior Manager Client Engagement Channel

Location

The position is open across the following locations:

New Delhi | Gurgaon | Faridabad | Chandigarh | Ludhiana | Mumbai | Pune | Bangalore | Kolkata | Jaipur | Ahmedabad | Chennai | Ranchi | Vadodra

About the Role

We are looking for an experienced and client-focused professional to join the Client Engagement Channel at Leading Bank

The role will be responsible for acquiring, managing and deepening relationships with High Net-worth Individuals (HNI), Ultra High Net-worth Individuals (UHNI) and Family Offices.

The incumbent will represent HDFC AMC's investment solutions across Mutual Funds (MF), Portfolio Management Services (PMS) and Alternative Investment Funds (AIF), with a strong focus on client experience, relationship management, business growth and compliant delivery.

Key Responsibilities

1. Client Acquisition & Portfolio Advisory

• Build and manage relationships with HNI, UHNI and Family Office clients.
• Introduce and position HDFC AMC's investment solutions across Mutual Funds, PMS and AIF based on client requirements.
• Understand clients' investment objectives, financial goals and risk profiles to recommend suitable investment strategies.
• Conduct periodic portfolio reviews and provide relevant investment solutions aligned with client needs.
• Drive new client acquisition through targeted outreach, networking and referrals from existing clients.

2. Relationship Management & Business Growth

• Develop strong, trusted and long-term relationships with high-value clients.
• Drive client retention and enhance overall client satisfaction.
• Identify opportunities to increase share of wallet through relevant cross-selling and upselling of HDFC AMC products.
• Identify and develop new business opportunities through professional networks, client ecosystems and industry relationships.
• Contribute towards sustainable growth of the client portfolio and business.

3. Client Engagement & Market Intelligence

• Ensure a high level of client servicing through timely responses and personalized engagement.
• Maintain consistent service standards and deliver a superior client experience.
• Keep clients informed about relevant market trends, investment insights and developments.
• Demonstrate strong product knowledge and provide a consultative, client-centric approach.
• Build credibility and trust through effective communication and responsiveness.

4. Compliance & Governance

• Ensure adherence to applicable regulatory requirements, internal policies and compliance frameworks.
• Maintain accurate client documentation, records and reporting in accordance with company processes.
• Ensure all client interactions and business activities are conducted in line with the required governance and compliance standards.

Key Skills & Competencies

• Strong relationship-building and client management skills, particularly with HNI, UHNI and other high-value clients.
• Good understanding of investment and wealth-management products, particularly Mutual Funds, PMS and AIF.
• Strong client acquisition and business-development orientation.
• Ability to identify cross-sell, upsell and wallet-share opportunities.
• Strong communication and interpersonal skills with the confidence to interact with senior and sophisticated clients.
• Consultative approach with a strong focus on client experience and service quality.
• Strong market awareness and ability to understand and communicate relevant investment trends.
• High level of ownership, professionalism and integrity.

Educational Qualification :

• Any PG Qualification is essential

Ideal Candidate Profile :

The ideal candidate would have strong experience in wealth management, private banking, investment management or a similar client-facing financial-services environment, with exposure to HNI/UHNI clients and investment products such as MF, PMS and AIF.

Experience in client acquisition, relationship management, portfolio advisory, AUM/business growth and cross-selling would be highly relevant.