Sr. Relationship Manager

Sunkersett Investment Intermediaries LLP; Bengaluru; On-site; INR 600,000 - 900,000; Full time

Job summary

Sunkersett Investment Intermediaries LLP in Bengaluru is seeking a results-driven wealth management professional to acquire new clients and manage portfolios of high-net-worth individuals.

The role emphasizes deep market knowledge of the Bangalore scene, an existing client base, and the ability to deliver personalized service as a single point of contact, driving revenue targets.

Qualifications

• Experience in Bangalore market is mandatory.
• Must have an existing network and client base (HNI/UHNI preferred).
• Experience with a Wealth Management firm, Private Bank, or Mutual Fund Distributor.
• Strong sales acumen with knowledge of financial products and investment solutions.

Responsibilities

• Acquire new clients and drive revenue targets.
• Manage portfolios of HNI clients and deepen relationships.
• Serve as single point contact ensuring timely execution.
• Meet acquisition and revenue targets.

Skills

Client acquisition

Networking

Sales

Relationship management

Financial products knowledge

Job description

Job Description

• Acquiring New Clients
• Managing portfolios of the existing High Net worth clients and enhancing their overall relationship.
• Single point contact and personalized service to ensure timely and accurate execution.
• Achieve Acquisition & Revenue Targets

Desired Candidate Profile

• Prior experience working in the Bangalore market is mandatory.
• Should have an existing network and client base, preferably comprising HNI/UHNI clients.
• Must have experience with a Wealth Management firm, Private Bank, or Mutual Fund Distributor.
• Strong sales acumen with a sound understanding of financial products and investment solutions.
• Excellent communication, interpersonal, relationship management, and sales skills.
• Strong networking and business development capabilities.