Wealth Relationship Managers, Partners, and Senior Partners

Role Summary:
The  Wealth Relationship Managers, Partners( playing captain or non playing captain) , and Senior Partners ( playing captain or non playing captain) 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: