associate partner/Senior Partner/partner

Vrinda Global · posted 2 months ago

Hyderabad, Pune +6 more

About the role

PFA RM JD and years of experience required across grades since that bit will change in the role requirements section depending on the grade we're looking for.

Role Summary:

The Relationship Manager will serve as a trusted partner to a set of HNI/UHNI clients, guiding them through their wealth journeys with well-researched, and personalized financial solutions. The role focuses on building and managing relationships, understanding nuanced client needs, and delivering a high standard of customer service.

Key Responsibilities:

· Acquire HNI/UHNI clients through personal networks, referrals, and market outreach. Build long-term relationships and act as a trusted financial partner.

· Provide tailored solutions across Mutual funds, PMS, and AIFs by understanding client goals, risk appetite, and investment horizon.

· Build customized portfolios and proactively rebalance them based on client goals and market conditions.

· Collaborate with internal research and product teams to deliver high-quality investment insights and advisory solutions.

· Stay updated on financial markets, economic trends, and regulatory changes to provide informed advice.

· Ensure all client interactions and transactions adhere to regulatory and internal compliance guidelines.

Role Requirements:

· Graduate/ Postgraduate in Finance, commerce or related field.

· 8 - 12 years of experience in Private Wealth Management / Private Banking / Investment Advisory.

· Strong knowledge of capital markets, Mutual funds, PMS, insurance, and other financial instruments.

· Good client-facing, relationship building, and communication skills.

Grade	Experience (Years)
Senior Partner	12+
Partner	8+
Associate Partner	5-10

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