Relationship Manager - Invesment Product

TekPillar®; Hyderabad; On-site; INR 800,000 - 1,200,000; Full time

Benefits offered by this job

Opportunity to work with a top-tier financial organization

Exposure to HNI and UHNI clientele

Growth-oriented work environment with attractive incentives

Job summary

A top-tier financial organization in Hyderabad is seeking a Relationship Manager specializing in investment products. The role involves acquiring and managing High Net Worth clients, achieving business targets, and providing tailored investment advice. Candidates should have a Post Graduate or MBA degree and a minimum of 3-5 years of experience in investment products or wealth management. This full-time role offers a growth-oriented work environment with attractive incentives.

Qualifications

• Minimum 3-5 years of experience in investment products, equity, or wealth management.
• 3-5 years of experience in investment products, equity, or wealth management.
• Strong communication and relationship management skills.

Responsibilities

• Acquire and manage High Net Worth (HNI) clients.
• Achieve business targets through cross-selling and client retention.
• Provide customized investment advice and portfolio recommendations.
• Conduct regular client and partner meetings to maintain engagement.
• Stay updated on financial market trends and new investment opportunities.
• Maintain client data and activity records in CRM systems.

Skills

Understanding of equity, mutual funds, and investment products

Communication skills

Relationship management

Consultative selling approach

Proficiency in MS Office

CRM tools

CRM tools

Education

Post Graduate / MBA or equivalent

Tools

MS Office

CRM systems

Job description

Relationship Manager - Investment Product

As a Relationship Manager Investment Products, you will be responsible for acquiring, managing, and retaining High Net Worth (HNI) clients. This role requires a sound understanding of investment and equity products, financial planning, and relationship management.

Key Responsibilities

• Acquire and manage High Net Worth (HNI) clients Affluent & Super Affluent segments.
• Achieve business targets through cross-selling and client retention.
• Provide customized investment advice and portfolio recommendations.
• Conduct regular client and partner meetings to maintain engagement.
• Stay updated on financial market trends and new investment opportunities.
• Maintain client data and activity records in CRM systems.

Required Skills and Competencies

• Strong understanding of equity, mutual funds, and investment products.
• Excellent communication and relationship management skills.
• Consultative selling approach with a focus on long‑term client value.
• Proficiency in MS Office and CRM tools.

Qualification & Experience

• Education: Post Graduate / MBA or equivalent.
• Experience: Minimum 3-5 years of experience in investment products, equity, or wealth management.

Why Join

• Opportunity to work with a top‑tier financial organization.
• Exposure to HNI and UHNI clientele.
• Growth‑oriented work environment with attractive incentives.

For More Information:

Komal B. / HR Team

Phone/WhatsApp: [phone]

Seniority level

• Mid‑Senior level

Employment type

• Full‑time

Job function

• Business Development, Strategy/Planning, and Sales
• Investment Management