Leadership role - Relationship Management

Location: Mumbai, Pune, Delhi, Bengaluru, Hyderabad, Chennai
Experience: 8-15 years
Industry Preference: Wealth Management, Asset Management, Investment Advisory, Private Banking, Multi-Family Office

Key Responsibilities

Client Relationship Management

• Manage and grow relationships with HNI/UHNI families and senior corporate professionals.
• Understand client goals, risk appetite, and long-term financial objectives.
• Act as a single point of contact for all client queries, reviews, and reporting.

Investment Advisory

• Provide advisory across asset classes: Equity, Debt, PMS, AIFs, Structured Products, Global Investments, Alternatives, Mutual Funds, Insurance, Estate Planning solutions, etc.
• Collaborate with the internal investment team to create customised investment portfolios.
• Conduct periodic portfolio reviews and performance updates with clients.

Business Development

• Identify cross-selling and up-selling opportunities within existing clients.
• Acquire new clients through referrals, networking, and market connects.
• Coordinate with the business strategy team for client acquisition initiatives.

Client Servicing & Reporting

• Deliver high-quality service through timely resolutions, portfolio insights, and market updates.
• Support clients with succession planning, family governance, and wealth structuring needs (in coordination with internal experts).
• Prepare client presentations and quarterly investment reviews.

Required Skills & Experience

• Experience in Wealth Management, Private Banking, Investment Advisory, PMS/AIF distribution, or multi-family office roles.
• Strong understanding of financial products, risk profiling, asset allocation and markets.
• Excellent communication, client engagement, and relationship-building skills.
• Ability to handle UHNI/HNI clients with maturity, confidentiality and professionalism.
• Proven ability to acquire and manage clients at scale.

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