Wealth Relationship Manager

Job Purpose

To acquire, manage, and grow relationships with high-net-worth (HNI/Ultra-HNI) clients under the Private Client Group. The role focuses on delivering personalized wealth management solutions, deepening wallet share, and ensuring a superior client experience with complete compliance and portfolio performance.

Key Deliverables

• HNI/UHNI Client Acquisition: Identify prospective clients, convert high-value leads, and expand the PCG portfolio through strategic sourcing.
• Relationship Management: Build strong, long-term relationships with premium clients through continuous engagement and exceptional service delivery.
• Investment Advisory: Offer well-researched, customized financial planning across Mutual Funds, PMS, AIF, Bonds, Insurance, and Alternate Investment products.
• Portfolio Reviews: Conduct periodic portfolio performance assessments, risk profiling updates, and strategic reallocations based on market trends.
• AUM Growth & Cross-Sell: Drive asset growth, revenue generation, and penetration of wealth solutions to maximize wallet share.
• Client Onboarding & Documentation: Ensure seamless onboarding, complete KYC compliance, and accurate documentation in line with regulatory norms.
• Market Intelligence: Stay informed of market movements, product changes, and economic developments to deliver proactive insights to clients.
• Internal Collaboration: Work with Research, Investment Product, Operations, and Customer Support teams to ensure best-in-class advisory and service.
• Risk & Compliance: Maintain strict adherence to SEBI/RBI/IRDA guidelines, internal audit norms, and risk management frameworks.
• Client Retention: Execute retention strategies through superior service, timely query resolution, and consistent engagement.

Interested Candidates can directly share your cv on dhwani.joshi@motilaloswal.com

OR

Can share their Respective CVs on this no. 9324876723

Role Requirements

• Education: Postgraduate degree in Finance or related fields.
• Experience:
• 5+ years of experience in Wealth Management / PCG / HNI Sales roles within BFSI.
• Skills & Competencies:
• Strong product knowledge across Mutual Funds, PMS, AIF, Bonds, Equity, Insurance, and Alternate Investments.
• Proven track record in HNI client acquisition and managed asset growth.
• Excellent communication, relationship-building, and negotiation skills.
• Certifications such as NISM, CFP, or similar are an added advantage.