RM Wealth – HNI - Kochi
Job Description:
Role Overview
We are looking for a client-focused Relationship Manager to acquire, retain, and grow high-net-worth and institutional relationships. The role involves understanding client needs, recommending suitable investment solutions, expanding share of wallet, and delivering revenue and service objectives.
Key Responsibilities
- Identify and acquire high-net-worth, corporate, and institutional clients.
- Build a strong referral network and maintain regular engagement with mapped clients.
- Understand client objectives and recommend appropriate investment and wealth solutions.
- Increase client penetration, portfolio depth, fee income, and overall share of wallet.
- Conduct portfolio reviews in coordination with research and product teams.
- Share relevant market updates and investment insights with clients.
- Maintain high service standards and ensure timely resolution of client concerns.
- Complete KYC, proposal, and transaction documentation in line with applicable policies.
- Track sales activity, competitor developments, and client requirements through periodic MIS.
Required Skills
- HNI wealth and investment products
- Client acquisition and retention
- Portfolio management and advisory
- Strong networking and negotiation
- Customer-centric relationship management
Company Profile
The employer is an established financial-services organisation offering lending and financing solutions to large and mid-sized businesses. It operates through a broad client network and provides structured financial solutions across multiple corporate segments.
Apply Now
- Interested candidates are requested to apply for this job.
- Recruiters will evaluate your candidature and will get in touch with you.