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Equity Advisor or Relationship Manager

1.00 to 10.00 Years   Mumbai City   07 Sep, 2026
Geek Find
Job LocationMumbai City
EducationNot Mentioned
SalaryNot Disclosed
IndustryBroking
Functional AreaSecurities Trading
EmploymentTypeFull-time

Job Description

    Job DescriptionWe are looking for an experienced Relationship Manager HNI / Wealth Management to acquire, manage and grow relationships with High Net-Worth Individuals (HNIs). The role will focus on direct client acquisition, portfolio management, investment product distribution and revenue generation.Key Responsibilities
    • Acquire quality HNI clients through personal networking, market intelligence, references, existing database and local market relationships.
    • Develop and maintain strong relationships with HNI clients and grow the existing client portfolio.
    • Manage and deepen relationships with existing clients by understanding their financial goals and investment requirements.
    • Drive business across Equity, Mutual Funds, Insurance, PMS and Structured Products.
    • Promote and drive the companys Focus Product of the Month and other strategic investment products.
    • Generate incremental business from the existing client base through cross-selling and up-selling.
    • Leverage local market knowledge and networking capabilities to identify and convert new HNI prospects.
    • Ensure high levels of client engagement, retention and satisfaction.
    • Monitor client portfolios and provide appropriate investment solutions in line with client requirements and risk profiles.
    • Achieve assigned AUM, revenue and business-generation targets.
    Candidate Profile
    • Min 5 years of experience in Wealth Management / Private Banking / Stock Broking / Capital Markets / Banking.
    • Strong experience in managing HNI / Affluent clients and investment portfolios.
    • Proven track record of direct client acquisition and business development.
    • Strong local market network and ability to acquire HNI clients independently.
    • Existing and active client relationships / transferable client book will be strongly preferred.
    • Candidates should have experience managing approximately 1215 Cr AUM across Equity and Investment Products.
    • Minimum 2530 active client relationships preferred.
    • Minimum 56 Cr Equity AUM within the existing portfolio.
    • Proven ability to generate 23X business from the existing client base.
    • Strong knowledge of Equity, Mutual Funds, PMS, Insurance and Structured Products.
    • Excellent communication, relationship management and negotiation skills.
    • Strong understanding of the local market and HNI investment landscape.
    Preferred Industry BackgroundStock Broking | Wealth Management | Private Banking | Capital Markets | Banks | Securities & Investment ServicesKey Performance Indicators
    • HNI client acquisition
    • AUM growth
    • Equity AUM
    • Revenue / brokerage generation
    • Cross-selling of investment products
    • Client retention and relationship deepening
    • New business generation

Keyskills :
stock brokingcapital marketcross sellingrevenueequityclient acquisitionbrokerage generation

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