Job Title: HNI Relationship Manager Location: Delhi / Jaipur Experience: 8–10 Years About the Role We are looking for an experienced and result-oriented HNI Relationship Manager to join our WealthManagement team. The ideal candidate will be responsible for acquiring, managing, and growingrelationships with High Net Worth Individual (HNI) clients by offering customized wealth management andinvestment solutions. This role requires strong client acquisition capabilities, excellent relationshipmanagement skills, and a deep understanding of financial products. Key Responsibilities Acquire and onboard High Net Worth Individual (HNI) clients through networking, referrals, andmarket outreach. Develop and manage long-term relationships with HNI clients by understanding their financial goalsand investment needs. Provide customized wealth management and investment advisory solutions across a range offinancial products. Manage and grow clients' investment portfolios while ensuring alignment with their risk appetiteand financial objectives. Drive business growth through new client acquisition, portfolio expansion, and cross-selling ofwealth management products. Offer advisory on investment products including Mutual Funds, PMS, AIFs, Bonds, StructuredProducts, Insurance, and other wealth solutions. Regularly review portfolio performance and provide strategic recommendations based on markettrends and client requirements. Ensure high levels of customer satisfaction by delivering exceptional service and timely financialadvice. Maintain compliance with regulatory guidelines and internal policies while managing clientrelationships. Collaborate with internal product, investment, and operations teams to deliver seamless clientservice. Desired Candidate Profile 8–10 years of experience in Wealth Management, Private Banking, Financial Services, or InvestmentAdvisory. Proven experience in acquiring and managing HNI/UHNI clients. Strong knowledge of wealth management products, investment planning, and portfoliomanagement. Demonstrated track record of client acquisition, revenue generation, and AUM growth. Excellent networking, negotiation, and relationship-building skills. • • • • • • • • • • • • • • • 1 Strong communication, presentation, and interpersonal skills. Ability to understand client financial goals and recommend suitable investment strategies. Self-driven, target-oriented, and passionate about delivering superior client experiences. Preferred Industry Background Private Banking Wealth Management Firms Investment Advisory Broking Firms NBFCs Banking & Financial Services Preferred Employers HDFC Bank, ICICI Bank, Axis Bank, Kotak Mahindra Bank, IndusInd Bank, Yes Bank, HSBC, StandardChartered, DBS, Anand Rathi Wealth, Motilal Oswal, Nuvama Wealth, 360 ONE Wealth, ICICI Securities,Angel One, Sharekhan, Bajaj Finserv, Tata Capital, Aditya Birla Capital, and other leading wealthmanagement organizations. Key Skills HNI Relationship Management, Wealth Management, Private Banking, Client Acquisition, PortfolioManagement, Investment Advisory, Financial Planning, Mutual Funds, PMS, AIF, Bonds, StructuredProducts, Insurance, Relationship Management, AUM Growth, Cross-selling, Wealth Advisory.