Senior Relationship Manager – Wealth Management at Talent Vision Services — Mumbai | Apply 2026 | 3rangaT
Senior Relationship Manager – Wealth Management
Talent Vision ServicesMH, IN1d ago Full-timevia indeed
Job Description
### **Job Title**
Senior Relationship Manager – Wealth Management
### **Experience Required**
- Usually 5–8 years
- Background in:
+ Wealth Management
+ Private Banking
+ Investment Advisory
+ Financial Distribution
### **Key Responsibilities**
- Manage and grow HNI/UHNI client portfolios
- Provide customized investment and financial planning solutions
- Handle products such as:
+ Mutual Funds
+ PMS
+ AIFs
+ Bonds
+ Insurance
+ Structured Products
WhatsApp Community
Drive new client acquisition through referrals and networkingConduct portfolio reviews and client engagement meetingsAchieve AUM and revenue growth targetsTrack market trends and advise clients accordinglyEnsure compliance with regulatory and company policiesCoordinate with research and product teams for investment solutions- Strong relationship management and client servicing
- Knowledge of capital markets and asset allocation
- Financial planning and portfolio construction knowledge
- Sales and business development capability
- Communication and presentation skills
- Ability to handle HNI clients and market volatility discussions
Job Overview
- Job type
- Full-time
- Work mode
- On-site
- Location
- Mumbai
- Posted
- 1d ago
- Source
- Indeed