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.
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.
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
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
Customer Focus
Ownership
Analytical Thinking
Strong Communication
Relationship Building
Business Acumen
Collaboration
Adaptability
Resilience
Compliance Orientation
Technology Orientation
Employment Type: Full Time
Work Mode: On-site
Team Handling: No
Interview Mode: Mixed
Location: As per business requirement
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.
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.
Talent Bridge Solutions is a recruitment and HR consultancy helping companies hire the right talent across India. We work with multiple clients across industries and locations, offering end-to-end recruitment solutions for diverse hiring requirements.