Relationship Manager- 5+ years- Banglore/ Hyderabad/ Kolkata/ Chennai

Discipline: Sales & Marketing
Job type: Permanent
Contact name: Abhishek Pushkar

Contact email: abhishek.pushkar@crescendogroup.in
Job ref: 49623
Published: 2 days ago

Relationship Manager - Wealth Management - 5+ years- Banglore/ Hyderabad/ Kolkata/ Chennai

Location - Bangalore, Hyderabad, Chennai, Kolkata 

We are seeking an experienced Relationship Manager to join a dynamic Wealth Management team. This role focuses on acquiring new clients, growing assets under management (AUM), and delivering personalized investment solutions to HNI/UHNI and corporate clients. 

Your Future Employer – 
A reputed name in the wealth management space with a robust client base and presence across multiple Indian metros. Known for offering tailored investment solutions and fostering client-centric growth. 

Responsibilities – 

  1. Acquiring new-to-firm (NTF) HNI/UHNI and corporate clients. 

  1. Analyzing financial data and recommending investment strategies tailored to client objectives. 

  1. Ensuring consistent growth in AUM/book size and achieving revenue targets. 

  1. Maintaining strong client relationships through regular engagement and updates. 

  1. Monitoring market trends and aligning client portfolios with market dynamics. 

Requirements – 

  1. Graduate/Postgraduate in any discipline. 

  1. 5+ years of experience in Wealth Management, preferably from a banking or wealth platform background. 

  1. Deep understanding of investment products and customer profiling. 

  1. Certification in AMFI/IRDA preferred; proficient in MS Office, particularly Excel. 

  1. Strong interpersonal and communication skills to engage HNI/UHNI clientele. 

What is in it for you? 

  • Opportunity to work with elite clients and tailor high-impact wealth solutions. 

  • Dynamic work environment with a high-performing team. 

  • Competitive compensation with performance-linked incentives. 

  • Accelerated career growth in the wealth advisory domain. 

Reach us – 
If you think this role is aligned with your career, kindly write me an email along with your updated CV on abhishek.pushkar@ email address for a confidential discussion on the role. 

Disclaimer – 
Crescendo Global specializes in Senior to C-level niche recruitment. We are passionate about empowering job seekers and employers with an engaging, memorable job search and leadership hiring experience. Crescendo Global does not discriminate based on race, religion, color, origin, gender, sexual orientation, age, marital status, veteran status, or disability status. 

Note – We receive a lot of applications on a daily basis so it becomes a bit difficult for us to get back to each candidate. Please assume that your profile has not been shortlisted in case you don't hear back from us in 1 week. Your patience is highly appreciated.  

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Profile Keywords - Crescendo Global, relationship management, PMS, portfolio management, HNI, UHNI, AUM growth, new client acquisition, B2C sales, IRDA, AMFI