Wealth Relationship Manager - HNI

Mintskill HR Solutions LLP; Mumbai; On-site; Full time

Job summary

A financial services company is seeking a skilled Relationship Manager in Mumbai to manage HNI and UHNI clients' banking and investment needs. The ideal candidate will have extensive experience in the Banking and Wealth domain, with strong skills in client relationship management and financial product knowledge. Responsibilities include establishing client relationships, generating business, and providing consultancy on financial planning. The role offers opportunity to excel in a dynamic financial environment.

Qualifications

• Minimum 5 years of experience, with at least 3 years in Banking and Wealth domain.
• Strong understanding of client needs and prompt solution delivery.
• Good knowledge of equity, debt markets, and wealth products.

Responsibilities

• Establish and maintain client relationships, generating business to meet sales targets.
• Sell various financial products including mutual funds and health insurance.
• Manage portfolios of existing clients with a focus on client servicing.
• Provide consultancy on Financial Planning including Retirement and Tax Planning.

Skills

Client relationship management

Financial product knowledge

Sales generation

Portfolio management

Job description

Mumbai - chakala MIDC, India | Posted on 07/30/2025

Requirement for a Relationship Manager who shall be responsible for Acquiring and managing HNI and UHNI clients’ banking and investment requirements and will help clients achieve with their financial goals through strategic portfolio analysis and suggesting them the right investment products. The role requires the candidate to be proficient in financial markets and wealth management.

Responsibilities :

• Establishing and maintaining powerful relationships with clients and generating business and references to meet the sales targets.
• Responsible for selling of various financial products such as mutual funds, life & health insurance, and other structured wealth and financial products.
• Managing and reviewing portfolios of existing clients with focus on client servicing and ethical advisory along with premium client acquisition.
• Providing consultancy regarding Financial Planning including Retirement Planning, Tax Planning and Goal based Investing etc.

Requirements

Job Requirements

• Experience of 5 years of more out of which Min 3+ years relevant experience in Banking and Wealth domain.
• Acumen towards understanding of client needs, study requirements and provide adequate and prompt solutions.
• Should have a good knowledge Experience and understanding of equity and debt market and wealth products.