Relationship Manager- Wealth Management

Our Client: The client is a technology-enabled financial services firm operating in the wealth and investment advisory space. The organisation focuses on research-led advisory solutions for affluent clients, offering a diversified range of investment products while maintaining strong governance and compliance standards.

Title: Relationship Manager (RM)

Location: Gurgaon

Education: Graduate

Experience: 3 - 8 years in Wealth Management (All levels)

About the Role: The Relationship Manager (RM) will be responsible for managing affluent client portfolios, acquiring new clients, and delivering high-quality investment advice. The role works closely with Advisors/Investment Analysts to ensure effective advisory execution, strong client outcomes, and consistent engagement.

Key Responsibilities:

1. Client Management:

• Manage and grow affluent client portfolios
• Conduct periodic portfolio reviews and performance discussions
• Build long-term, trusted client relationships

2. Client Acquisition & Business Development:

• Acquire new clients through referrals, professional networks, and relationship-building
• Develop and maintain a strong personal and professional network
• Contribute to overall business growth and revenue targets

3. Advisory Execution:

• Work closely with Advisors / Investment Analysts to design and deliver investment solutions
• Ensure accurate documentation of investment advice and recommendations
• Adhere to internal processes and regulatory guidelines

4. CRM & Platform Usage:

• Maintain sales funnels, client records, and activity updates in the CRM
• Effectively use digital platforms and AI-enabled RM tools (RM Co-Pilot) to enhance productivity and client engagement

Requirement:

• 38 years of experience in affluent / HNI wealth management
• Strong client acquisition and relationship-building ability
• Excellent communication and presentation skills
• Client-centric mindset with a good understanding of investment advisory products