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Job Description – HNI Wealth Management / Relationship Manager About the Role We are looking for an experienced Wealth Management / Relationship Manager to manage and grow a portfolio of HNI (High Net-Worth Individual) clients . The candidate will be responsible for acquiring new clients, understanding their financial goals, providing suitable investment solutions, and deepening existing client relationships. The role requires strong knowledge of financial markets and investment products, excellent relationship-building skills, and a proven track record in client acquisition and portfolio growth. Key Responsibilities 1. HNI Client Acquisition & Relationship Management Acquire and manage a portfolio of HNI clients. Understand client financial goals, risk appetite, investment horizon, and portfolio requirements. Provide personalized investment solutions based on client needs. Build long-term relationships and ensure high-quality client service. Increase the share of wallet through cross-selling and up-selling relevant financial products. Generate referrals and expand the client base through networking and relationship building. 2. Investment & Wealth Management Advise clients on a diversified range of investment products, including: Mutual Funds Equities Debt Products Structured Products PMS/AIF and other alternative investments Fund-based Real Estate Products Other suitable investment solutions Monitor portfolio performance and recommend appropriate investment strategies. Conduct portfolio analysis, modelling, and periodic reviews. Stay updated on financial markets, economic developments, and regulatory changes. 3. Business Development Identify and acquire new B2C and B2B/HNI clients. Develop acquisition strategies and contribute toward business growth targets. Generate leads through networking, referrals, cross-referrals, and internal collaboration. Participate in client meetings, seminars, and micro-events to generate new business. Collaborate with internal teams such as Research, Investments, Operations, and Compliance to deliver effective and compliant solutions. 4. Portfolio & Revenue Management Ensure profitability and healthy growth of the assigned client portfolio. Generate strong income/revenue per customer. Improve client retention and increase AUM/share of wallet. Track portfolio performance and business analytics to identify growth opportunities. Candidate Profile Experience: 3–10 years in Wealth Management, Private Banking, Investment Advisory, Broking, AMC, NBFC, or Financial Services. Preferred Experience: HNI/UHNI client handling Wealth Management / Private Banking Investment product sales Client acquisition and business development Portfolio management AUM and revenue management Key Skills HNI Client Relationship Management Wealth Management Investment Advisory Client Acquisition Business Development Portfolio Management Financial Markets Mutual Funds & Equities Debt & Structured Products PMS/AIF Cross-Selling & Upselling Networking & Referral Generation Financial Analysis Competencies Customer Focus Ownership Analytical Thinking Strong Communication Relationship Building Business Acumen Collaboration Adaptability Resilience Compliance Orientation Technology Orientation Employment Details Employment Type: Full Time Work Mode: On-site Team Handling: No Interview Mode: Mixed Location: As per business requirement About Tata Capital Tata Capital is a leading financial services institution from the trusted Tata Group , offering a wide range of lending, wealth management, and financial advisory solutions. The organization is known for its customer-centric approach, strong governance, digital capabilities, and opportunities for long-term career growth. Ideal Candidate The ideal candidate should have hands-on experience managing HNI clients, acquiring new clients, selling investment products, managing portfolios, and generating revenue/AUM . Candidates with only retail banking, insurance, loan sales, or back-office experience may not be suitable for this role.