| Job Title | Sr. Relationship Manager – Wealth Sales |
| Location | Mumbai |
| Job Type | Full Time |
| Job Identification | 42867 |
| Posting Date | 13 March 2026 |
| Apply Before | 24 April 2026 |
| Role Overview | Responsible for acquiring and managing High Net Worth Individual (HNI) clients, providing investment advisory services, and driving wealth management business growth. |
| Core Responsibilities | Acquire and manage HNI clients for investment products; Understand customer financial goals through proper profiling; Offer investment solutions such as debt products, equities, mutual funds, structured products, and real estate funds; Build long-term client relationships through superior service delivery; Cross-sell investment and financial products to increase wallet share; Maintain profitability of the client portfolio by generating high income per customer; Acquire new clients through referrals, networking, and corporate relationships; Expand the client base through B2C and B2B acquisition strategies; Collaborate with internal research, investment, and compliance teams to deliver suitable investment solutions. |
| Marketing & Business Development | Support marketing initiatives and organize client acquisition events; Assist Head RM in conducting micro-events for new client acquisition; Develop new business opportunities through corporate and referral networks. |
| Financial Expertise | Stay updated on market trends, economic developments, and regulatory changes impacting client investments. |
| Department | Wealth Management – Sales |
