Relationship Manager

Sharekhan; Navi Mumbai; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

Sharekhan Limited seeks an experienced wealth management professional to lead HNI client portfolios in Navi Mumbai. The role focuses on personalized financial advisory, equity products, and cross-selling wealth services within a dynamic team.

You will build and maintain relationships with HNIs, identify new business opportunities through referrals and market research, and collaborate with internal teams to deliver seamless equity advisory, PMS, and stock broking solutions.

Qualifications

• 6–13 years of experience in portfolio management or related field such as equity sales or financial advisory.
• Strong understanding of investment products including equities, bonds, mutual funds etc.
• Proven track record in HNI client handling and acquisition with excellent communication skills.

Responsibilities

• Manage high net worth individual (HNI) clients, providing personalized financial advice and solutions to meet their investment goals.
• Develop and maintain strong relationships with existing HNIs, identifying opportunities for cross-selling of wealth management services.
• Identify new business prospects through networking, referrals, and market research to drive growth in HNI acquisitions.
• Collaborate with internal teams to ensure seamless delivery of equity advisory, equity sales, PMS, stock broking, and other investment products.

Skills

Portfolio management

HNI client handling

Equity sales

Financial advisory

Tools

Stock broking

PMS

Job description

Roles and Responsibilities :

• Manage high net worth individual (HNI) clients, providing personalized financial advice and solutions to meet their investment goals.
• Develop and maintain strong relationships with existing HNIs, identifying opportunities for cross-selling of wealth management services.
• Identify new business prospects through networking, referrals, and market research to drive growth in HNI acquisitions.
• Collaborate with internal teams to ensure seamless delivery of equity advisory, equity sales, PMS, stock broking, and other investment products.

Job Requirements :

• 6-13 years of experience in portfolio management or related field such as equity sales or financial advisory.
• Strong understanding of various investment products including equities, bonds, mutual funds etc. .
• Proven track record in HNI client handling and acquisition with excellent communication skills.