Rathi - Relationship Manager/Assistant Vice President

Location Bangalore.

Role Overview:

- The Relationship Manager - Wealth will serve as the final and most critical point of client interaction.

- The role requires acquiring and managing High Net Worth (HNW) client relationships, offering them customized investment solutions across asset classes, and ensuring superior service delivery.

- The ideal candidate will build deep and lasting relationships by understanding client needs and providing them with expert financial guidance.

Key Responsibilities:

Client Acquisition & Onboarding:.

- Acquire and onboard preferred clients (Affluent & Super Affluent) with an investment corpus of - 1 Cr and above.

Portfolio Management:.

- Manage and grow client AUM through a mix of Mutual Funds, PMS, Structured Products, and other wealth management offerings.

Investment Advisory:.

- Advise clients on investments across multiple asset classes based on risk profile and investment goals.

Relationship Deepening:.

- Strengthen existing client relationships by offering tailored financial solutions and cross-selling relevant products.

Market Intelligence & Research:.

- Keep abreast of financial market trends and investment products; liaise with the Centralized CFP/Research Team for customized client strategies.

Business Development:.

- Identify and pursue new business opportunities via market mapping, referrals, and business events.

Client Engagement:.

- Organize and participate in seminars, workshops, and other client engagement initiatives.

Candidate Requirements:.

- Prior experience in Wealth Management/Private Banking roles.

- Sound understanding of financial products like Mutual Funds, PMS, and Structured Products.

- Proven track record of managing HNW clients (- 1 Cr+ portfolios).

- Strong analytical and advisory skills; ability to formulate and implement investment strategies.

- Excellent interpersonal skills with an ability to manage long-term client relationships.

- Stable employment history: Minimum 3-4 years of consistent experience in previous roles.