Job Overview
The Relationship Leader will be responsible for managing and growing a portfolio of HNI/UHNI clients, driving wealth acquisition, deepening client relationships, and delivering customized investment solutions. The role involves leading a team of Relationship Managers, driving business targets, strengthening client engagement, and ensuring growth in AUM, revenue, and overall wallet share.
1) Lead and manage a team of Relationship Managers, driving achievement of AUM, revenue, acquisition, and client-retention targets.
2) Build and strengthen relationships with HNI/UHNI clients through a high-touch, personalized wealth management approach.
3) Drive acquisition of new HNI relationships and identify opportunities to deepen existing client wallet share.
4) Guide the team in offering customized investment solutions across Mutual Funds, PMS, AIFs, Bonds, Insurance, Equities, and other wealth products.
5) Monitor team performance, pipeline, client engagement, and business productivity while ensuring consistent achievement of targets.
6) Ensure high standards of client servicing, portfolio engagement, compliance, and overall relationship quality across the team.
8+ years of relevant experience in Relationship Management within Banking/Wealth Management. Strong track record of managing HNI/UHNI client relationships and growing AUM and revenue. Proven ability to acquire new clients and deepen existing client relationships through effective cross-selling.Candidates with prior team-handling or mentoring experience will be preferred. Strong understanding of wealth products and investment solutions with excellent client engagement skills.