Senior Wealth Relationship Manager

Headcounts Hr; Kolkata District, Ahmedabad District, Mumbai; On-site; INR 1,500,000 - 2,500,000; Full time

Job summary

Headcounts Hr is seeking a seasoned HNI Sales/Wealth Management professional in India to acquire new high-net-worth clients and manage relationships with AUM above Rs 30 crore. The role emphasizes revenue generation through mutual funds, PMS, and other financial products.

Ideal candidates have 4–9 years of BFSI experience, excellent communication, and the ability to work independently while meeting targets.

Qualifications

• Candidates with an existing HNI client book/AUM of Rs 30 Cr+, with the ability and willingness to bring their existing relationships/AUM from previous employment.
• 4-9 years of experience in HNI Sales or Wealth Management in BFSI industry.
• Strong understanding of Mutual Funds Sales, PMS, and other financial products.
• Excellent communication skills for building rapport with high net worth individuals.
• Ability to work independently with minimal supervision while meeting targets set by the organization.

Responsibilities

• Pure acquisition through networking, referrals, and market research.
• Bring existing HNI client relationship/AUM from previous employment and generate revenue through MF, PMS and Financial products.
• Collaborate with internal teams such as sales, product development, and operations to ensure seamless delivery of services to clients.
• Analyze client needs and provide tailored investment advice using various investment strategies.
• Manage high net worth individual (HNI) clients' portfolios by providing personalized wealth management solutions.

Skills

HNI sales

AUM 30Cr+

Wealth management

Mutual funds

PMS

Client relationships

Communication skills

Independent work

Job description

Roles and Responsibilities

• Pure acquisition through networking, referrals, and market research
• Bring existing HNI client relationship/AUM from previous employment and generate revenue through MF, PMS and Financial products
  
• Collaborate with internal teams such as sales, product development, and operations to ensure seamless delivery of services to clients.
  
• Analyze client needs and provide tailored investment advice using various investment strategies.
  
• Manage high net worth individual (HNI) clients' portfolios by providing personalized wealth management solutions.
  

Desired Candidate Profile

• Candidates with an existing HNI client book/AUM of Rs 30 Cr +, with the ability and willingness to bring their existing relationships/AUM from previous employment
• 4-9 years of experience in HNI Sales or Wealth Management in BFSI industry.
  
• Strong understanding of Mutual Funds Sales, Portfolio Management Services (PMS), and other financial products.
  
• Excellent communication skills for building rapport with high net worth individuals.
  
• Ability to work independently with minimal supervision while meeting targets set by the organization.