Relationship Manager – HNI / UHNI Wealth

Hiring Now | Relationship Manager HNI / UHNI Wealth

Location: Gurgaon / Noida

Experience: 515 Years

We are looking for a dynamic Relationship Manager to manage and grow HNI/UHNI client portfolios, drive AUM growth, and deliver comprehensive wealth advisory solutions. This role is ideal for professionals who excel in client engagement, portfolio management, and cross-selling while maintaining the highest compliance standards.

Key Responsibilities

Manage and expand HNI/UHNI relationships to achieve AUM, IPH, and revenue targets

Deliver end-to-end wealth advisory across MF, LI, GI, PMS, AIF, Fixed Income & Structured Products

Perform financial planning, asset allocation, and regular portfolio reviews

Lead and mentor a team of Relationship Managers to achieve business benchmarks (where applicable)

Supervise daily operations of Priority & NR Banking teams to enhance customer engagement and profitability

Drive cross-sell initiatives and improve Income Product Holding (IPH) across client portfolios

Monitor performance, provide coaching, and motivate teams to meet organizational goals

Ensure strict adherence to KYC, AML, and regulatory compliance

Support smooth client onboarding, documentation, and service delivery

Core Competencies

HNI / UHNI Relationship Management

Wealth Advisory & Portfolio Management

AUM & Revenue Growth

Team Leadership & People Management

Cross-Selling & Client Experience Excellence

What Were Looking For

Strong experience in Wealth Management / Private Banking / Broking / NBFC

Proven ability to build long-term client relationships and drive business growth

Excellent communication, advisory, and leadership skills

Interested or know someone perfect for this role?

Lets connect!

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