Team Lead- Wealth (Bangalore)

Role Overview:
The Relationship Manager will be responsible for managing HNI client relationships, delivering investment advisory, and driving AUM growth through comprehensive wealth management solutions.

Key Responsibilities:

• Understand clients' investment needs and create long-term asset allocation strategies
• Acquire and advise HNI clients across Equity, Mutual Funds, Debt, and Alternate Assets
• Manage client portfolios with a focus on asset allocation and overall wealth management
• Provide financial planning, tax planning, and investment advisory solutions
• Coordinate with product and research teams for customized investment recommendations
• Build and maintain strong client relationships to drive AUM growth
• Support clients on opportunities in Corporate Finance, M&A, and Private Equity (with internal teams)

Key Requirements:

• 5+ years of experience in Wealth Management/Private Banking
• Strong expertise in Equities (must), along with MF, Fixed Income, and Alternates
• Proven track record in HNI client acquisition and portfolio management
• Strong understanding of financial planning and investment products
• Excellent client relationship and communication skills