Relationship Manager - Wealth
Plutus Solutions
5 - 10 years
Mumbai
Posted: 29/07/2026
Job Description
Job Description Senior Relationship Manager (Wealth Management)
Department - Sales Wealth Management
Employment Type - Full-Time
Locations - Mumbai, Chennai, Bangalore, Hyderabad, Indore, Bhopal
About the Role
We are looking for an experienced Senior Relationship Manager to manage and grow relationships with High Net Worth Individuals (HNI) by providing customized wealth management and investment solutions. The ideal candidate should have strong expertise in investment products, client acquisition, portfolio management, and financial advisory while consistently achieving business targets.
Key Responsibilities
- Build and manage relationships with High Net Worth (HNI) clients.
- Acquire new HNI clients through referrals, networking, and business development.
- Understand clients' financial goals and recommend suitable investment solutions.
- Offer investment products including:
- Mutual Funds
- Equities
- Debt Products
- Structured Products
- Real Estate Investment Products
- Manage and grow client investment portfolios.
- Increase wallet share through cross-selling and upselling financial products.
- Ensure high customer satisfaction through exceptional service.
- Monitor portfolio performance and provide timely investment advice.
- Work closely with research, investment, and compliance teams.
- Conduct client meetings, investment reviews, and wealth planning discussions.
- Organize client engagement events and business development activities.
- Achieve monthly, quarterly, and annual revenue targets.
Required Skills
- Wealth Management
- HNI Relationship Management
- Portfolio Management
- Investment Advisory
- Mutual Funds
- Equity Markets
- Financial Planning
- Cross Selling
- Client Acquisition
- Business Development
- Financial Markets Knowledge
- Communication & Negotiation Skills
Qualifications
- Graduate or Postgraduate in any discipline.
- NISM certification is preferred.
Experience
- 310 Years in Wealth Management, Private Banking, Investment Advisory, or Financial Services.
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