Relationship Manager/Cluster Head - Wealth Management - HNI/UHNI Segment

Role Overview:

The role involves managing and growing relationships with HNI clients, providing tailored wealth management solutions, and driving business growth through client acquisition and portfolio management.

Key Responsibilities:

- Manage and acquire HNI clients, understanding their investment needs and offering suitable financial solutions

- Provide advisory across debt products, structured products, equities, mutual funds, and real estate investments

- Build and deepen client relationships through cross-selling and superior service delivery

- Drive portfolio growth, profitability, and client retention

- Actively network and generate referrals to expand the client base

- Collaborate with internal teams (research, investment, compliance) to deliver optimal solutions

- Stay updated on market trends, financial products, and regulatory changes

Qualifications:

- Graduate/Postgraduate in any discipline

- 5-10 years of relevant experience in wealth management or related roles