Relationship Manager-Wealth

Bluehat Synapse; Mumbai; On-site; INR 900,000 - 1,500,000; Full time

Job summary

Bluehat Synapse in Mumbai seeks a Relationship Manager-Wealth to acquire new clients and deepen existing relationships in the wealth/investment segment. You will assess client needs, propose suitable products, and ensure compliant onboarding and KYC processes.

You will manage portfolios, conduct regular reviews, and identify cross-sell opportunities while maintaining high service standards and regulatory compliance in a BFSI setting.

Qualifications

• Graduation in Finance, B.Com or related field is mandatory.
• Postgraduate degree adds advantage; 2-4 years experience preferred.
• NISM Series V-A certification is a plus.

Responsibilities

• Source new-to-book clients across wealth/investment segments.
• Manage and deepen relationships with existing client portfolio.
• Understand risk profiles and recommend suitable products.
• Ensure onboarding and KYC documentation is compliant with SEBI norms.
• Cross-sell across the product suite to maximize wallet share.

Skills

Client acquisition

Portfolio management

Investment advisory

Product structuring

Compliance & documentation

Cross-selling

Education

Graduation in Finance / B.Com

Postgraduate finance/commerce

NISM Series V-A certification

Job description

Job Title: Relationship Manager-Wealth

Industry - BFSI

Reports to: Director

Key Responsibilities:

• Client Acquisition (NTB): Source new-to-book clients across the wealth and investment segment. Identify opportunities through market intelligence, referrals and networking to build a healthy client pipeline.
• Portfolio Management: Manage and deepen relationships with the existing client portfolio. Conduct regular engagement and portfolio reviews to ensure client satisfaction, retention and growth in wallet share.
• Investment Advisory & Product Structuring: Understand client risk profiles and financial goals; recommend suitable products across the product suite. Structure proposals aligned with client needs and regulatory guidelines.
• Compliance & Documentation: Ensure all client onboarding, KYC and transaction documentation is completed accurately and on time, in line with SEBI/regulatory and internal compliance norms.
• Portfolio Hygiene: Ensure timely renewals, tracking of maturities and premiums, monitoring of client accounts, and maintain a high-quality book with minimal drop-offs or lapses.
• Cross-Selling: Identify and capitalize on cross-sell opportunities across the full product suite to maximize client value and revenue per client.

Desired Candidate Profile

• Graduation in Finance, B. Com, or a related field (mandatory).
• Postgraduate degree in Finance, Commerce, or a related field an added advantage.2-4 years of relevant experience preferred. Freshers may also apply with relevant educational background
• NISM Series V-A (Mutual Fund Distributors) certification added advantage/bonus.
• Strong understanding of investment products, client suitability and risk profiling.
• Excellent relationship management and communication skills.
• Proven ability to drive sales targets while managing client risk and compliance.