Sr. Relationship Manager

Wealth Manager / Relationship Manager – Wealth Management

Company: TaskNera
Experience: 7-10 Years
Education: Graduate / Postgraduate
Employment Type: Full-Time | On-Site

About the Role

TaskNera is looking for a Wealth Manager / Relationship Manager to acquire, manage, and grow relationships with HNI and affluent clients. The role involves investment advisory, portfolio management, client acquisition, business development, and financial analysis.

Key Responsibilities

• Acquire and manage a portfolio of HNI / affluent clients.
• Understand client financial goals, risk profiles, and investment requirements.
• Recommend suitable investment solutions including Equities, Mutual Funds, Debt Products, Structured Products, Real Estate, and Alternative Investments.
• Manage and review client portfolios and provide investment recommendations.
• Drive AUM growth, revenue generation, client retention, and wallet share.
• Acquire new B2C and B2B clients through networking, referrals, cross-selling, and business development.
• Conduct portfolio performance analysis, financial analysis, and portfolio modelling.
• Build long-term client relationships and identify cross-selling opportunities.
• Collaborate with Research, Investment, Operations, and Compliance teams.
• Ensure high-quality and compliant client service.

Must-Have Skills

• 7-10 years of experience in Wealth Management, Relationship Management, Investment Advisory, or Financial Services.
• Proven experience handling HNI / affluent clients.
• Experience in client acquisition and portfolio management.
• Strong knowledge of financial markets and investment products.
• Experience with Equities, Mutual Funds, Debt/Structured Products, or Real Estate Investments.
• Strong communication, relationship management, negotiation, and business development skills.
• Evidence of AUM/revenue generation or client acquisition in the CV is preferred.

Good to Have

• Existing HNI client network.
• B2B/B2C acquisition experience.
• Portfolio modelling and asset allocation experience.
• Strong financial analysis and business analytics skills.

Key KPIs

HNI Acquisition | AUM Growth | Revenue Generation | Client Retention | Portfolio Performance | Cross-Selling | Client Relationship Growth

Pay: ₹1,300,000.00 - ₹1,800,000.00 per year

Application Question(s):

• Please walk me through your last 2–3 roles, including company, designation, tenure, and reason for leaving each.
• How Many years of experience you have for relevant job ?
• How many HNI/affluent clients have you personally managed, and approximately what was the AUM or portfolio size?
• What investment products have you actually sold or advised on—Equity, MF, Debt, Structured Products, Real Estate, AIF, etc.? Which ones were you strongest in?
• What was your biggest achievement in your last role—new clients acquired, AUM generated, revenue, or target achievement? Please give numbers.
• What is your current notice period, last working date if applicable, and is there any employment gap in your career? If yes, what was the reason?

Work Location: In person