Relationship Manager – HNI / UHNI

Company Overview

Our client is a fast-growing wealth-tech platform focused on providing sophisticated investment opportunities and solutions to India's High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI) investor community. The company is building a high-quality wealth ecosystem and is seeking experienced relationship leaders to expand their investor network and scale the business.

Job Summary

The Relationship Manager – HNI/UHNI will be responsible for building and managing long-term relationships with India's affluent investors. This role requires leveraging an established client network to drive AUM (Assets Under Management) and revenue growth, while ensuring a seamless and personalized investor experience. The candidate will play a key role in business development, client engagement, and maintaining credibility within the HNI/UHNI ecosystem, contributing directly to the company's growth objectives.

Responsibilities

• Build and manage long-term relationships with HNI and UHNI clients, understanding their investment objectives and presenting suitable opportunities.
• Develop a strong pipeline of prospective investors through existing networks, referrals, and industry contacts.
• Drive client acquisition, engagement, and retention by providing personalized investment advice and maintaining high levels of client satisfaction.
• Own individual revenue and AUM targets, ensuring consistent business growth through existing relationships and new client onboarding.
• Leverage relationships with family offices, wealth managers, advisors, and professional networks to generate new investment opportunities.
• Represent the company at client meetings, investor events, and industry forums, enhancing brand visibility and credibility.
• Act as a trusted point of contact for clients throughout their investment journey, coordinating with Investment, Product, and Operations teams to deliver a seamless experience.
• Focus on building long-term relationships rather than transactional sales, fostering trust and loyalty.

Qualifications

• 10+ years of experience in Wealth Management, Private Banking, Investment Advisory, Family Office, or related fields.
• Strong existing network of HNI/UHNI clients with proven ability to acquire and manage affluent relationships.
• Demonstrable track record of business development and managing high-net-worth client portfolios.
• Excellent communication, relationship-building, and consultative selling skills.
• Strong credibility and references within the HNI/UHNI ecosystem.
• Ability to work independently and generate business proactively.
• Educational qualifications such as BTech, BSc, MBA, CFA, or equivalent are preferred.

Preferred Skills

• Experience in Private Banking, Wealth Management, Family Offices, Investment Platforms, Alternative Investments, PMS/AIF, or Capital Markets.
• Familiarity with boutique wealth management firms.
• Entrepreneurial mindset with a focus on long-term wealth creation.
• Ability to operate comfortably within a startup environment with high ownership and accountability.
• Strong networking skills and credibility within the HNI/UHNI community.

Experience

• Minimum of 10+ years of relevant experience in wealth management or related sectors.
• Proven success in client acquisition, relationship management, and business development within the HNI/UHNI segment.

Environment

• The role can be based in Mumbai, Delhi NCR, Bengaluru, or Ahmedabad.
• The work environment involves client meetings, industry events, and collaboration with internal teams.
• The position requires a high degree of autonomy, entrepreneurial spirit, and adaptability to a high-growth startup culture.

Salary

• Competitive fixed compensation with significant performance-linked incentives and startup upside.

Note: Specific details regarding company size, exact salary figures, and start date are not provided.