Relationship Manager (Team Lead) - Private Banking (PSS08131)

About the Company

A leading financial services organization (top 5 retail broking firm) operating in the private banking and wealth management sector, focused on delivering customized financial advisory solutions to high-net-worth individuals. Positioned for growth within a competitive market, it leverages deep expertise across multiple asset classes to serve an affluent clientele.

Position Overview

This role exists to lead client acquisition and relationship management within the private banking and high-net-worth wealth management division. It carries strategic impact by driving asset growth and deepening client engagement across diverse financial products. The position reports within the wealth management leadership structure.

Key Responsibilities

• Drive new client acquisition through networking, market mapping, and leveraging existing centres of influence.
• Build, nurture, and deepen long-term relationships with High-Net-Worth Individuals (HNIs) and affluent retail segments to increase wallet share.
• Understand individual client risk profiles, investment horizons, and financial goals to formulate customized asset allocation strategies.
• Deliver research-backed advisory services primarily focusing on equity markets, mutual funds, and specialized investment products.
• Consistently meet and exceed monthly/quarterly targets for asset growth, new money acquisition, and cross-selling revenue.
• Cross-sell diverse financial offerings, including lending solutions, insurance, and third-party investment products.
• Ensure strict adherence to regulatory guidelines, internal risk frameworks, and KYC/SEBI mandates.
• Conduct periodic portfolio reviews with clients to optimize the risk-reward balance.

Required Experience & Qualifications

• Education: Bachelor’s degree in finance, business, or a related field; an MBA or certifications like CFP/CFA are advantageous.
• Experience: 10 to 15 years of proven experience in wealth management, private banking, or HNI equity/retail sales within financial services firms, broking houses, or banks.
• Technical Expertise: Strong understanding of capital markets, financial instruments, and macroeconomic trends.
• Soft Skills: Exceptional interpersonal, communication, and negotiation skills; entrepreneurial mindset with a strong drive for target achievement and business development.

Why Consider this Opportunity?

• Competitive fixed base salary complemented by industry-leading performance-linked variable bonuses.
• Dynamic, high-growth work environment with access to top-tier research and product specialists.
• Clear career progression pathways into senior wealth leadership roles.