Relationship Manager - HNI Sales - Bank (2-6 yrs) Mumbai (BFSI Sales/Marketing)
Freelance Associated with Consultant
13d ago
source :


  • Relationship Managers with prior experience of working in a Broking / Private bank / wealth management set up.
  • Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above.
  • Experience of advising clients across all asset classes.
  • Candidates having good vintage in their present as well as previous companies.

  • The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book.
  • Maintaining client relationships and generate AUM from preferred clients.
  • Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
  • Track the Affluent & Super Affluent Client segment in the market for new client acquisition
  • To research, investigate and update them on available investment opportunities / financial market trend to determine whether they fit into clients portfolios.
  • To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.
  • To conduct and assist in organizing seminars, workshops and other business development activities.
  • JOB SPECIFICATIONS An MBA / PGDM or Graduate - (Finance / Marketing) Degree holder or focused education in Financial planning / Wealth Management.

    Other qualifications like CFP will be an advantage.

    Experience :

  • Minimum 6 months experience in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI sector with good business / market knowledge.
  • Having experience of handling HNI Client Acquisitions and Relationship Management & service.

    ref :

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