Relationship Manager/Cluster Head - Wealth Management - HNI/UHNI Segment

Role Overview: The role involves managing and growing relationships with HNI clients, providing tailored wealth management solutions, and driving business growth through client acquisition and portfolio management. Key Responsibilities: - Manage and acquire HNI clients, understanding their investment needs and offering suitable financial solutions - Provide advisory across debt products, structured products, equities, mutual funds, and real estate investments - Build and deepen client relationships through cross-selling and superior service delivery - Drive portfolio growth, profitability, and client retention - Actively network and generate referrals to expand the client base - Collaborate with internal teams (research, investment, compliance) to deliver optimal solutions - Stay updated on market trends, financial products, and regulatory changes Qualifications: - Graduate/Postgraduate in any discipline - 5-10 years of relevant experience in wealth management or related roles