Job Description

We Are Hiring - Relationship Manager (HNI Sales)Location: [Chennai | Bangalore | Hyderabad]CTC: Up to - 15 LPA + Lucrative Incentives + BenefitsIndustry: Wealth Management | Broking | Financial AdvisoryKey Responsibilities:- Acquire and manage a portfolio of High Net Worth (HNI) clients with investable assets of - 25 Lakhs and above- Understand client goals and provide personalized investment solutions across equity, mutual funds, bonds, and other wealth products- Deliver exceptional client servicing and build long-term trusted relationships- Monitor and grow Assets Under Management (AUM) through proactive advisory and continuous engagement- Collaborate with product, research, and investment teams to design customized strategies- Organize and lead client events, webinars, and portfolio review meetings to boost engagement and cross-sellRequired Experience:- Minimum 2 years of relevant experience in managing HNI clients in the BFSI sector- Candidates from broking, wealth management, private banking, or investment advisory backgrounds are strongly preferred- Proven track record of client acquisition and revenue generationEducational Qualifications:- MBA / PGDM / Graduate in Finance, Marketing, or related field- CFP, NISM, or equivalent certifications are an added advantageKey Skills & Attributes:- Excellent interpersonal and communication skills- Strong knowledge of capital markets, financial products, and portfolio diversification- Expertise in client relationship management, advisory, and portfolio tracking- High levels of ownership, motivation, and self-drive- Strong analytical and problem-solving abilities+What We're Looking For (Do's):- Candidates with job stability (2-3 years in each previous role)- Must have earned sales incentives or performance bonuses- Should be passionate about client-facing roles and field-based sales- Independent, proactive, and driven to achieve performance goalsWhat We're Not Looking For (Don'ts):- Retail, tele-sales, or franchise model background only- Frequent job changes without valid reasoning- Candidates previously rejected by our hiring teamPerks & Benefits:Competitive fixed CTC up to - 15 LPA- High-performance incentives and quarterly rewards- Medical, insurance, and retirement benefits- Fast-track career growth opportunities in wealth leadership- Access to training, certifications, and advanced advisory toolsApply Now:Send your updated resume For more info, call/WhatsApp: +91 84888 33693 (ref:updazz.com)