Senior Relationship Manager Wealth

Job Description: Urgently required - Senior Relationship Manager Wealth & Stock Broking Key Responsibilities1. Client Acquisition & Revenue Building Acquire and onboard HNI, UHNI, and active trading clients Build a strong personal book through references, networking, and market outreach Drive broking revenue, margin funding, and trading activity 2. Wealth Product Cross-Selling Identify opportunities and advise clients on: Mutual Funds PMS and AIFs Structured Products and Bonds Increase wallet share and client stickiness 3. Client Relationship & Retention Build long-term relationships with high-value clients Act as a trusted advisor, not just a transaction executor Ensure consistent engagement through meetings, calls, and updates 4. Market & Advisory Engagement Track markets actively and engage clients with actionable insights Coordinate with research and dealing teams for execution Convert market opportunities into revenue-generating ideas 5. Business Ownership Mindset Build and manage your own client P&L Focus on monthly revenue generation and long-term compounding of client base Participate in seminars, investor meets, and business development initiatives Candidate Profile 38 years of experience in stock broking, wealth management, or financial services Strong inclination towards trading, markets, and client engagement Existing client base is preferred but not mandatory High ownership mindset and strong drive to grow income Strong communication and relationship-building skills