Sr. Relationship Manager - Wealth - Sales - Bengaluru - Prestige Corniche -MM*
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Job Description
Structured overview of role & requirementsAbout This Role
Manage acquisition and relationship with High Net Worth Individual (HNI) clients, offering tailored investment products including Debt, Equities, Mutual Funds, and Real Estate.
Increase customer wallet share and portfolio profitability through profiling, cross-selling, and delivering superior service.
Support business growth by networking, referrals, executing marketing plans, and collaborating with internal teams for compliant investment solutions.
Minimum Requirements
Experience Required: Not explicitly mentioned in the JD
Must have experience handling and acquiring HNI/exclusive client portfolios in wealth management or related sales roles.
Knowledge of investment products such as Debt, Equities, Mutual Funds, and Real Estate funds is necessary.
Location: Bengaluru (Prestige Corniche) implied; specific notice period or educational qualifications not mentioned.
Ideal Candidate Profile
Experienced in B2C/B2B client acquisition and managing high-income client portfolios with focus on increasing income per customer.
Capable of networking actively and executing targeted marketing/events to drive client acquisition in wealth management.
Ability to collaborate effectively with research, investment, and compliance teams to deliver accurate and compliant financial solutions.