Senior Relationship Manager

Kyte Money; Mumbai; On-site; INR 1,000,000 - 1,600,000; Full time

Job summary

Kyte Money in Mumbai seeks a Wealth Manager to lead relationships with High Net Worth individuals. You will provide tailored investment advisory, align solutions with client goals, and uncover cross-sell opportunities in mutual funds, insurance, and related financial services.

The role emphasizes building strong client rapport, delivering exceptional service, and collaborating with internal teams to ensure client satisfaction and growth.

Qualifications

• Experience in wealth or asset management (2-5 years).
• Knowledge of HNI client handling, sales, and investment advisory.
• Strong communication and rapport-building skills.

Responsibilities

• Manage relationships with HNIs to acquire new clients and grow existing ones through sales strategies.
• Provide investment advisory services tailored to financial goals and risk tolerance.
• Identify cross-selling opportunities for mutual funds, insurance, and other financial services.
• Develop strong rapport with clients and build trust over time.
• Collaborate with internal teams to resolve queries and maintain high client satisfaction.

Skills

HNI client handling

Relationship management

Investment advisory

Mutual funds sales

Job description

Roles and Responsibilities

• Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing ones through effective sales strategies.
• Provide investment advisory services to HNI clients, ensuring tailored solutions based on their financial goals and risk tolerance.
• Identify cross-selling opportunities for mutual funds, insurance products, and other relevant financial services to increase revenue growth.
• Develop strong rapport with clients by understanding their needs, providing exceptional customer service, and building trust over time.
• Collaborate with internal teams to resolve client queries, address concerns, and maintain high levels of satisfaction.

Desired Candidate Profile

• 2-5 years of experience in wealth management or asset management industry.
• Strong knowledge of HNI client handling, HNI sales, investment advisory, mutual funds sales, and relationship management principles.
• Excellent communication skills with ability to build rapport quickly with high net worth individuals.