Relationship Manager -Wealth

Hireginie; Bengaluru; On-site; INR 800,000 - 1,400,000; Full time

Job summary

Hireginie in Bengaluru is seeking a Relationship Manager for Growth in Investment Products. The role requires 3-6 years of experience and deep client engagement to understand goals, risk profiles, and drive portfolio discussions.

Candidates should have NISM Investment Advisor Level XA & XB certifications, a strong learning mindset, and a clear path toward Wealth Manager responsibilities. AUM of over 10 crores is preferred, with solid knowledge of Indian equity and debt markets.

Qualifications

• Strong relationship-building and communication skills; ability to understand client goals and risk profiles.
• Regulatory and process discipline.
• NISM XA & XB certification required or in progress.
• Learning mindset with long-term growth towards Wealth Manager role.
• AUM greater than 10 cr is preferred.
• NISM XA & XB certification is preferred.

Skills

Relationship building

Communication

Regulatory discipline

NISM XA XB

Wealth management

Equity markets

Debt markets

AUM > 10cr

Learning mindset

Education

Any Graduate / Post Graduate

Job description

Designation: Relationship Manager -Growth - Investment Products

Education: Any Graduate / Post Graduate

Experience: 3-6 Years

Must Have:

• Strong relationship-building and communication skills with the ability to understand client goals, risk profiles, and drive portfolio discussions
• Regulatory and process discipline
• The candidate should obtain certification of the NISM – Investment Advisor – Level XA & XB
• Strong learning mindset and long-term aspiration to grow into a Wealth Manager, with good understanding of Indian equity and debt markets
• AUM to be greater than 10 cr
• Preferred Certification: The candidate should obtain certification of the NISM – Investment Advisor – Level XA & XB