Head Relationship Manager

About the job

As a highly energetic and self-motivated professional with a passion for creating holistic, technology-driven wealth management experiences, your role will involve leading business development initiatives, managing high-value client relationships, and delivering superior investment advisory services tailored to HNI and UHNI clients. Key Responsibilities: - Drive business development and client acquisition for HNI and UHNI segments. - Act as a trusted financial advisor by providing bespoke investment solutions aligned with client goals. - Collaborate with Research and Advisory teams to design holistic wealth management strategies. - Track market trends, investment opportunities, and client portfolios to ensure superior financial performance. - Formulate and execute outbound and inbound sales strategies to grow the client base. - Conduct client risk profiling and recommend investment products accordingly. - Achieve product-wise and cross-selling targets through deep understanding of client demographics and risk appetite. - Prepare and maintain sales reports, forecasts, and performance dashboards for regular management review. - Ensure compliance with regulatory and organizational standards while maintaining the highest level of ethical practices. Skills and Competencies: - Strong ability to analyze and leverage data tools for wealth product management. - Proven experience in client acquisition, relationship management, and revenue growth. - Excellent communication, negotiation, and interpersonal skills. - Strategic thinker with strong decision-making and problem-solving abilities. - Client-centric mindset with a commitment to delivering superior service. - Strong compliance awareness and risk management skills. - Capable of multitasking and prioritizing in a fast-paced environment. - Demonstrated leadership and team collaboration capabilities. Preferred Educational Qualifications: - MBA, CA, or equivalent degree from a reputed institution. - Relevant certifications in investment or wealth management (e.g., CFP, CFA preferred). Experience: - 15-25 years of experience in Investment Advisory, Wealth Management, or Private Banking. - Proven track record in managing high-value portfolios and achieving consistent business growth.

Requirements

• Business Development
• Investment Advisory
• Client Relationship Management

Qualifications

• MBA, CA, or equivalent degree from a reputed institution
• 15-25 years of experience in Investment Advisory, Wealth Management, or Private Banking

Preferred Technologies

• Business Development
• Investment Advisory
• Client Relationship Management