Relationship Manager_Wealth

Hireginie; Delhi; On-site; INR 800,000 - 1,500,000; Full time

Job summary

A technology-enabled financial services firm is seeking a Relationship Manager (RM) to manage and grow affluent client portfolios. The successful candidate will acquire new clients, deliver high-quality investment advice, and work closely with Advisors. Candidates with 3-8 years in wealth management and excellent communication skills are encouraged to apply. This full-time position offers significant opportunities for professional growth and is located in Gurgaon, India.

Qualifications

• 3–8 years of experience in affluent/HNI wealth management.
• Strong client acquisition and relationship-building ability.
• Excellent communication and presentation skills.

Responsibilities

• Manage and grow affluent client portfolios.
• Acquire new clients through referrals and networks.
• Work closely with Advisors to deliver investment solutions.

Skills

Client acquisition

Relationship building

Communication skills

Presentation skills

Education

Graduate

Tools

CRM software

AI-enabled RM tools

Job description

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Our Client: The client is a technology-enabled financial services firm operating in the wealth and investment advisory space. The organisation focuses on research-led advisory solutions for affluent clients, offering a diversified range of investment products while maintaining strong governance and compliance standards.

Title: Relationship Manager (RM)

Location: Gurgaon

Education: Graduate

Experience: 3 - 8 years in Wealth Management

About the Role

The Relationship Manager (RM) will be responsible for managing affluent client portfolios, acquiring new clients, and delivering high-quality investment advice. The role works closely with Advisors/Investment Analysts to ensure effective advisory execution, strong client outcomes, and consistent engagement.

Key Responsibilities

1. Client Management

• Manage and grow affluent client portfolios
• Conduct periodic portfolio reviews and performance discussions
• Build long-term, trusted client relationships

2. Client Acquisition & Business Development

• Acquire new clients through referrals, professional networks, and relationship-building
• Develop and maintain a strong personal and professional network
• Contribute to overall business growth and revenue targets

3. Advisory Execution

• Work closely with Advisors / Investment Analysts to design and deliver investment solutions
• Ensure accurate documentation of investment advice and recommendations
• Adhere to internal processes and regulatory guidelines

4. CRM & Platform Usage

• Maintain sales funnels, client records, and activity updates in the CRM
• Effectively use digital platforms and AI-enabled RM tools (RM Co-Pilot) to enhance productivity and client engagement

Requirements

• 3–8 years of experience in affluent / HNI wealth management
• Strong client acquisition and relationship-building ability
• Excellent communication and presentation skills
• Client-centric mindset with a good understanding of investment advisory products

About Hireginie:

Hireginie is a prominent talent search company specializing in connecting top talent with leading organizations. We are committed to excellence and offer customized recruitment solutions across industries, ensuring a seamless and transparent hiring process. Our mission is to empower both clients and candidates by matching the right talent with the right opportunities, fostering growth and success for all.

Seniority Level

Mid-Senior level

Employment Type

Full-time

Job Function

Sales and Finance

Industries

Financial Services and Banking