Relationship Wealth Manager

Relationship Manager HNI/UHNI | Wealth Management

Company: I Cap Financial Services
Location: Bangalore
Employment Type: Full-time

What You Will Work On:

1. Manage & Grow Client Relationships
Manage a portfolio of 40–50 clients with a current aggregate AUM of approximately 50–70 Cr, with the potential to scale the portfolio up to 100 Cr.

2. Acquire HNI, UHNI & NRI Clients
Acquire and manage relationships with HNI, UHNI, and NRI clients through networking, referrals, cold calling, market mapping, and other business development initiatives.

3. Drive Portfolio & Wallet Share Growth
Drive portfolio growth by initiating SIPs, securing additional capital commitments, and identifying opportunities to increase client wallet share.

4. Understand & Recommend Investment Products
Develop a strong understanding of Mutual Funds, Fixed Income/Bonds, PMS, AIFs, and asset allocation strategies and recommend suitable opportunities based on client requirements.

5. Deliver Exceptional Client Service
Ensure high standards of client satisfaction, retention, and service through proactive communication, regular follow-ups, and timely resolution of client requirements.

6. Build & Manage the Sales Pipeline
Generate leads, follow up consistently, conduct client meetings, and manage the sales pipeline from lead generation to conversion.

7. Deepen Existing Client Relationships
Identify opportunities to deepen relationships with existing clients, increase wallet share, and develop long-term partnerships.

8. Ensure Compliance & Quality Service
Maintain high standards of service while ensuring adherence to regulatory and compliance requirements throughout the client and investment lifecycle.

9. Stay Updated on Markets & Investments
Keep up to date with financial markets, market trends, economic developments, and investment products to provide relevant insights and opportunities to clients.

10. Achieve Business Targets
Take ownership of AUM growth, revenue generation, client acquisition, portfolio growth, and conversion targets and consistently work toward exceeding business goals.

What We Expect:

• 3+ years of relevant experience in Wealth Management, Portfolio Advisory, Private Banking, Financial Services, or a similar client-facing role.
• Experience managing HNI/UHNI/NRI clients and handling a sizeable client portfolio.
• Strong understanding of Mutual Funds, Fixed Income/Bonds, PMS, AIFs, and asset allocation strategies.
• Strong sales and business development orientation with proven ability to acquire clients and grow wallet share.
• Excellent communication, relationship management, negotiation, and presentation skills.
• Strong knowledge of financial markets, investment products, and market trends.
• Ability to simplify complex financial concepts and communicate investment opportunities clearly to clients.
• Strong follow-up skills and ability to manage the complete sales cycle from lead generation to conversion.
• High ownership, target orientation, and strong client-centric approach.
• MBA from a reputed B-school, CFA Level 2/3, or CA will be an added advantage.
• AMFI / NISM certification will be preferred.

To Succeed in This Role:

• Bring high energy and enthusiasm to client acquisition and relationship management.
• Take ownership of your clients, AUM, sales pipeline, and business targets.
• Build trust and long-term relationships with HNI, UHNI, and NRI clients.
• Be proactive in identifying new investment opportunities and expanding client wallet share.
• Demonstrate strong commercial awareness and a results-driven mindset.
• Stay curious and continuously build your knowledge of financial markets and investment products.
• Be comfortable working in a fast-paced, target-driven environment.
• Go the extra mile to deliver an exceptional client experience and achieve outstanding results.