Relationship Manager_RM

Our Client: The client is a technology-enabled financial services firm operating in the wealth and investment advisory space. The organisation focuses on research-led advisory solutions for affluent clients, offering a diversified range of investment products while maintaining strong governance and compliance standards.Title: Relationship Manager (RM)Location: GurgaonEducation: GraduateExperience: 3 - 8 years in Wealth ManagementAbout the Role: The Relationship Manager (RM) will be responsible for managing affluent client portfolios, acquiring new clients, and delivering high-quality investment advice. The role works closely with Advisors/Investment Analysts to ensure effective advisory execution, strong client outcomes, and consistent engagement.Key Responsibilities:1. Client Management:Manage and grow affluent client portfoliosConduct periodic portfolio reviews and performance discussionsBuild long-term, trusted client relationships2. Client Acquisition & Business Development:Acquire new clients through referrals, professional networks, and relationship-buildingDevelop and maintain a strong personal and professional networkContribute to overall business growth and revenue targets3. Advisory Execution:Work closely with Advisors / Investment Analysts to design and deliver investment solutionsEnsure accurate documentation of investment advice and recommendationsAdhere to internal processes and regulatory guidelines4. CRM & Platform Usage:Maintain sales funnels, client records, and activity updates in the CRMEffectively use digital platforms and AI-enabled RM tools (RM Co-Pilot) to enhance productivity and client engagementRequirement:3–8 years of experience in affluent / HNI wealth managementStrong client acquisition and relationship-building abilityExcellent communication and presentation skillsClient-centric mindset with a good understanding of investment advisory productsAbout Hireginie: Hireginie is a prominent talent search company specializing in connecting top talent with leading organizations. We are committed to excellence and offer customized recruitment solutions across industries, ensuring a seamless and transparent hiring process. Our mission is to empower both clients and candidates by matching the right talent with the right opportunities, fostering growth and success for all.

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