Senior Relationship Manager

RS Wealth Management Pvt. Ltd.; New Delhi; Presencial; INR 1.500.000 - 3.000.000; Jornada completa

Descripción de la vacante

RS Wealth Management Pvt. Ltd. in New Delhi seeks a Senior Relationship Manager to manage and grow a diverse client portfolio across HNIs, NRIs, institutions, corporates, and retail investors.

You will develop long-term relationships, understand client goals, and recommend investment products and trading strategies across equities, derivatives, commodities, currencies, mutual funds, and insurance. The role emphasizes regular portfolio reviews, high-quality service, and coordination with research

Formación

• Strong client relationship management in wealth management or financial markets.
• Ability to review client portfolios and translate market insights into strategies.
• Experience in cross-selling investment products and meeting revenue targets.

Responsabilidades

• Prospect and onboard new clients in the New Delhi region.
• Achieve revenue and AUM targets across HNIs, NRIs, institutions, corporates and retail clients.
• Maintain regular portfolio reviews and ensure high-quality service delivery.
• Coordinate with research and operations teams for timely market insights and execution support.
• Ensure compliance with regulatory and internal policies and maintain accurate documentation.

Conocimientos

Relationship management

Portfolio reviews

Wealth management/client servicing

Sales and cross-selling

Equities, derivatives, commodities, FX

Communication & negotiation

Regulatory compliance awareness

Documentation & reporting

Educación

Finance/Commerce/Economics degree

Descripción del empleo

Company Description

RS Wealth Management Pvt. Ltd. is a New Delhi-based financial services firm that offers a wide range of investment products and trading solutions, positioning itself as a one-stop financial supermarket for diverse client needs. Incorporated in 2013, the company is a member of NSE, BSE, and MCX, providing advanced platforms for trading in equities, derivatives, commodities, and currencies, along with services in mutual funds, insurance, digital signatures, and e-stamping. RS Wealth Management serves a varied client base including corporates, institutions, high net-worth individuals, non-resident investors, trusts, and retail clients. Its team consists of experienced financial professionals such as Chartered Accountants, Company Secretaries, CFA charter holders, MBAs, and industry specialists who focus on strong research and client-centric solutions. The organization emphasizes ongoing staff training, market awareness, and prompt, specialized services to build long-term, trustworthy relationships with clients.

Role Description

The Senior Relationship Manager is a full-time, on-site role based in New Delhi, responsible for managing and growing a portfolio of clients across segments such as HNIs, NRIs, institutions, corporates, and retail investors. This role involves developing and maintaining long-term client relationships, understanding individual financial goals, and recommending suitable investment products and trading strategies across equity, derivatives, commodities, currencies, mutual funds, and insurance. The Senior Relationship Manager will conduct regular portfolio reviews, ensure high-quality service delivery, and coordinate with research and operations teams to provide timely market insights and execution support. Daily responsibilities include prospecting and onboarding new clients, achieving revenue and AUM targets, resolving client queries, ensuring compliance with regulatory and internal policies, and maintaining accurate documentation and reporting. The role requires proactive engagement with clients through meetings, calls, and presentations to enhance client satisfaction and retention.

Qualifications

• Strong client relationship management skills, including stakeholder engagement, portfolio review, and client servicing in wealth management or financial markets.
• Solid understanding of equity, derivatives, commodities, currencies, mutual funds, and insurance products, with the ability to explain and position them to diverse client profiles.
• Proficiency in sales, business development, and cross-selling of investment and financial products, with a track record of meeting revenue or AUM targets.
• Ability to interpret market research, financial reports, and investment recommendations, and translate insights into actionable strategies for clients.
• Excellent communication, presentation, and negotiation skills, with strong interpersonal capabilities for working with high net-worth and institutional clients.
• Detail-oriented approach to documentation, compliance, and risk management, ensuring adherence to regulatory requirements and internal policies.
• Bachelor’s or Master’s degree in Finance, Commerce, Business, Economics