Job Title: Sr. Relationship Manager - Wealth Management & Mutual Funds

Location: Bengaluru

Department: Wealth Management & Mutual Funds

Experience: 4 to 7 years of relevant experience in wealth management, mutual funds, financial advisory, or investment consulting.

Role Overview

As a Sr.Relationship Manager - Wealth Management & Mutual Funds, your primary responsibility will be to act as a trusted financial advisor to clients. You will manage client portfolios, ensure they align with clients goals, and offer holistic wealth solutions through deep engagement and financial planning.

Key Responsibilities

Conduct periodic portfolio reviews with existing clients to evaluate investment performance and re-align strategies.
Understand clients financial goals, risk profiles, life aspirations, and design investment solutions accordingly.
Monitor market trends and macroeconomic developments to identify necessary changes in client portfolios.
Present detailed investment performance reports, summaries, and financial projections to clients.
Educate clients on the benefits of financial planning and assist in the creation and execution of personalized plans.
Demonstrate strong product knowledge across mutual funds, bonds, PMS, corporate FDs, and other financial instruments.
Guide clients through market cycles and help them avoid common behavioral investing pitfalls.
Ensure a high share of wallet from each client by delivering outstanding service and trust.
Acquire new clients through referrals, personal networks, and targeted lead-generation activities.
Act as the Voice of the Client, collaborating with internal teams to improve client satisfaction and product offerings.

Candidate Profile:

Educational Qualifications

Postgraduate degree in Finance, Business Administration, Economics, or a related field.

Certifications

NISM Series V-A (mandatory – must be completed within 60 days of joining if not already held).
CFP (Certified Financial Planner) preferred.

Experience

4 to 7 years of relevant experience in wealth management, mutual funds, financial advisory, or investment consulting.

Skills & Attributes

Excellent communication and interpersonal skills.
Strong understanding of personal finance and financial markets.
High ethical standards with a client-first approach.
Empathetic, trustworthy, and solutions-oriented.
Self-driven, organized, and capable of handling a dynamic work environment.
Willingness to travel locally as per client engagement needs.
Strong team player with the ability to collaborate across functions.