Job Details
Location: Bangalore, Karnataka, India
Salary: Not specified
Company: ApnaWorker
We are hiring a dynamic Senior Relationship Manager with 6-8 years of experience in wealth management, investment advisory, and client relationship management. The role is based in Bangalore, Karnataka. Responsibilities include managing and growing HNI/UHNI client portfolios, recommending investment solutions across asset classes, driving new client acquisition through networking and referrals, conducting portfolio reviews and financial planning discussions, tracking market trends and providing proactive investment advice, achieving revenue and AUM growth targets, and ensuring regulatory and compliance adherence. Candidates with strong knowledge of mutual funds, PMS, AIFs, bonds, structured products, and private banking solutions will be preferred. This is an excellent opportunity for those passionate about relationship management and wealth creation.