Partner - Client Relations

Godrej Wealth; Delhi; On-site; INR 3,000,000 - 5,500,000; Full time

Job summary

Godrej Wealth is seeking an experienced Relationship Manager to serve HNI/UHNI clients, guiding their wealth journeys with well-researched, personalized financial solutions. You will build relationships, understand client needs and deliver high-standard customer service.

The role emphasizes acquiring clients, tailoring investments across mutual funds, PMS and AIFs, portfolio construction and proactive rebalancing, while staying compliant with regulations and internal guidelines.

Qualifications

• Graduate/Postgraduate degree in Finance, Commerce or related field.
• 8+ years of experience in Private Wealth/Private Banking/Investment Advisory.
• Strong knowledge of capital markets, mutual funds, PMS and other instruments.
• Good client-facing, relationship-building and communication skills.

Responsibilities

• Acquire HNI/UHNI clients through networks, referrals and market outreach.
• Provide tailored solutions across Mutual funds, PMS and AIFs by understanding client goals.
• Build customized portfolios and rebalance them based on goals and market conditions.
• Collaborate with internal research and product teams to deliver investment insights.
• Stay updated on markets, trends and regulatory changes to provide informed advice.
• Ensure all client interactions and transactions adhere to regulatory and internal compliance.

Skills

Capital markets

Mutual funds

PMS

AIFs

Relationship management

Client communication

Education

Graduate/ Postgraduate in Finance, Commerce or related field

Job description

Role Summary:

The Relationship Manager will serve as a trusted partner to a set of HNI/UHNI clients, guiding them through their wealth journeys with well-researched, and personalized financial solutions. The role focuses on building and managing relationships, understanding nuanced client needs, and delivering a high standard of customer service.

Key Responsibilities:

• Acquire HNI/UHNI clients through personal networks, referrals, and market outreach. Build long-term relationships and act as a trusted financial partner.
• Provide tailored solutions across Mutual funds, PMS, and AIFs by understanding client goals, risk appetite, and investment horizon.
• Build customized portfolios and proactively rebalance them based on client goals and market conditions.
• Collaborate with internal research and product teams to deliver high-quality investment insights and advisory solutions.
• Stay updated on financial markets, economic trends, and regulatory changes to provide informed advice.
• Ensure all client interactions and transactions adhere to regulatory and internal compliance guidelines.

Role Requirements:

• Graduate/ Postgraduate in Finance, commerce or related field.
• 8+ years of experience in Private Wealth Management / Private Banking / Investment Advisory.
• Strong knowledge of capital markets, Mutual funds, PMS and other financial instruments.
• Good client-facing, relationship building, and communication skills.