Senior Relationship Manager (Rangareddy)

Job Title: Senior Relationship Manager - Wealth Management Location: Hyderabad (or specify any other location) Experience: 5-6 Years Industry: Banking / Financial Services / Wealth Management About the Role We are seeking a highly motivated and experienced Relationship Manager - Wealth Management to build and manage relationships with High Net Worth Individuals (HNIs) and Non-Resident Indian (NRI) clients. This role requires a strong blend of client management, financial advisory, and sales capabilities, with a focus on driving revenue through tailored wealth management solutions. Key Responsibilities Client Acquisition & Portfolio Growth Identify, acquire, and onboard new HNI and NRI clients through referrals, networking, and market outreach Develop and execute strategies to expand the existing client base and increase Assets Under Management (AUM) Leverage existing relationships and professional networks to generate recent business opportunities Relationship Management Build and maintain strong, trusted relationships with clients through regular engagement Act as the primary point of contact for clients, addressing their financial needs and queries Ensure high levels of client satisfaction, retention, and loyalty Wealth Advisory & Financial Planning Understand client financial goals, risk appetite, and investment horizon Provide customized investment advisory solutions aligned with client objectives Structure and recommend portfolios across asset classes including: Mutual Funds Portfolio Management Services (PMS) Insurance and risk products Alternate investments (if applicable) Sales & Revenue Generation Drive revenue through cross-selling and upselling of wealth management products Achieve assigned sales and revenue targets on a monthly/quarterly basis Monitor and improve wallet share from existing clients Market Intelligence & Advisory Track market trends, economic developments, and financial products Provide timely market insights and a .