Wealth | Relationship Manager
Waytogo Consultants
5 - 10 years
Hyderabad
Posted: 21/02/2026
Getting a referral is 5x more effective than applying directly
Job Description
- Acquire new HNI / UHNI clients through referrals, networks, and market outreach
- Build long-term relationships by understanding client financial goals and risk profiles
- Act as a trusted advisor for wealth creation, preservation, and succession planning
- Recommend suitable investment solutions across mutual funds, PMS, AIFs, ETFs, and alternative products
- Conduct portfolio reviews and provide ongoing investment insights
- Collaborate with investment and product teams to deliver tailored solutions
- Achieve assigned AUM, revenue, and client acquisition targets
- Upsell and cross-sell AMC products to existing clients
- Monitor market trends and proactively identify business opportunities
- Ensure adherence to regulatory guidelines and internal compliance policies
- Maintain accurate client documentation and KYC processes
- Follow ethical sales and advisory practices at all times
- Work closely with internal teams (investment, operations, compliance) for seamless client servicing
- Coordinate with distributors, IFAs, and external partners when required
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