Senior Relationship Manager - Wealth Management

About Our Client: Our client is a fast-growing organization in the financial services sector, committed to delivering customer-centric solutions and building long-term relationships. With a strong focus on innovation, professionalism, and service excellence, the company offers a collaborative work environment that encourages ownership, learning, and career growth.\n\nJob Title: Senior Relationship Manager – Wealth Managemen\ntLocation: Pune/ Bangalor\neExperience: 6–8 Year\nsEducational Qualification: MBA (or) M Com (or) any Post Graduate in Finance\n\nAbout the role : We are seeking a dynamic and client-focused Senior Relationship Manager with 6–8 years of experience in financial services, wealth management, or private banking. The Sr RM will be responsible for building and managing client relationships, providing customized investment solutions, and ensuring superior client service to achieve business growt\n\nh.\nResponsibiliti\nes:Manage and grow a portfolio of HNI/UHNI clients with focus on wealth creation and retenti\non.Understand client goals, risk appetite, and financial needs to recommend appropriate investment products (Mutual Funds, PMS, AIFs, Bonds, Structured Products, Insurance, et\nc).Drive new client acquisition through referrals, networking, and market intelligen\nce.Ensure regular engagement with clients via reviews, portfolio updates, and financial planning discussio\nns.Collaborate with product and research teams to deliver best-in-class investment solutio\nns.Track market trends, investment performance, and regulatory updates to proactively advise clien\nts.Ensure compliance with all regulatory, legal, and company guidelines.