Relationship Manager

Confidential; Delhi; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

Confidential in Delhi invites an experienced Wealth Manager to lead relationships with HNI/UHNI clients, grow AUM and revenue, and tailor investment solutions.

You will conduct regular portfolio reviews, understand risk profiles, recommend products across MF, PMS, AIF, bonds, equity and insurance, and drive cross-selling while maintaining strict compliance.

Qualifications

• Experience: 3–8 years in Wealth Management / Private Banking / Broking / AMC.
• Key Skills: HNI client handling, client acquisition, AUM growth, investment-product knowledge and strong communication.

Responsibilities

• Manage and grow relationships with HNI/UHNI clients.
• Acquire new clients and generate AUM & revenue.
• Understand client needs, risk profile and investment goals.
• Recommend suitable products such as MF, PMS, AIF, Bonds, Equity & Insurance.
• Conduct regular portfolio reviews and provide investment solutions.
• Drive client retention, cross-selling and referrals.
• Maintain compliance and coordinate with internal teams.

Skills

HNI client handling

client acquisition

AUM growth

investment-product knowledge

strong communication

Job description

• Manage and grow relationships with HNI/UHNI clients.
• Acquire new clients and generate AUM & revenue.
• Understand client needs, risk profile and investment goals.
• Recommend suitable products such as MF, PMS, AIF, Bonds, Equity & Insurance.
• Conduct regular portfolio reviews and provide investment solutions.
• Drive client retention, cross-selling and referrals.
• Maintain compliance and coordinate with internal teams.

Experience: 3–8 years in Wealth Management / Private Banking / Broking / AMC.

Key Skills: HNI client handling, client acquisition, AUM growth, investment-product knowledge and strong communication.