Relationship Manager

360 ONE Wealth; Ahmedabad District; On-site; INR 1,500,000 - 2,000,000; Full time

Job summary

A prominent wealth management company in Ahmedabad is seeking a Senior Vice President Human Resources to manage and grow relationships with High-Net-Worth Individuals. This role requires strong expertise in private banking, exceptional communication skills, and a passion for delivering tailored investment solutions. The ideal candidate will have over 5 years in the field and a profound understanding of client needs, while being able to facilitate a seamless digital onboarding experience.

Qualifications

• 5+ years of experience in private banking or wealth management.
• Strong product knowledge and understanding of HNW client needs.
• Excellent communication, relationship management, and advisory skills.

Responsibilities

• Identify and onboard HNW clients through market research, referrals, and collaboration.
• Provide tailored investment solutions across various investment products.
• Facilitate digital onboarding and guide clients through their digital investment journey.
• Deepen client relationships to increase wallet share and long-term engagement.

Skills

Client acquisition

Investment advisory

Relationship management

Communication

Job description

Senior Vice President Human Resources @ 360 ONE | HR Business Partnering

Role Overview: An experienced Private Banker who can manage and grow relationships with High-Net-Worth Individuals. This role involves client acquisition, personalised investment advisory, and delivering an exceptional wealth management experience through a phygital journey.

Key Responsibilities:

• Identify and onboard HNW clients through market research, referrals, and collaboration with internal teams
• Provide tailored investment solutions across investment products like MF, PMS, AIF, Bonds, Equities, LAS, etc.
• Facilitate digital onboarding and guide clients through their digital investment journey
• Deepen client relationships to increase wallet share and long-term engagement

Requirements:

• 5+ years of experience in private banking or wealth management
• Strong product knowledge and understanding of HNW client needs
• Excellent communication, relationship management, and advisory skills

Seniority level: Mid-Senior level

Employment type: Full-time