Relationship Manager – HNI / UHNI Wealth

Hiring Now | Relationship Manager – HNI / UHNI Wealth Location: Gurgaon / Noida Experience: 5–15 Years

We are looking for a dynamic Relationship Manager to manage and grow HNI/UHNI client portfolios, drive AUM growth, and deliver comprehensive wealth advisory solutions. This role is ideal for professionals who excel in client engagement, portfolio management, and cross-selling while maintaining the highest compliance standards.

Key Responsibilities ✔️ Manage and expand HNI/UHNI relationships to achieve AUM, IPH, and revenue targets ✔️ Deliver end-to-end wealth advisory across MF, LI, GI, PMS, AIF, Fixed Income & Structured Products ✔️ Perform financial planning, asset allocation, and regular portfolio reviews ✔️ Lead and mentor a team of Relationship Managers to achieve business benchmarks (where applicable) ✔️ Supervise daily operations of Priority & NR Banking teams to enhance customer engagement and profitability ✔️ Drive cross-sell initiatives and improve Income Product Holding (IPH) across client portfolios ✔️ Monitor performance, provide coaching, and motivate teams to meet organizational goals ✔️ Ensure strict adherence to KYC, AML, and regulatory compliance ✔️ Support smooth client onboarding, documentation, and service delivery

Core Competencies HNI / UHNI Relationship Management Wealth Advisory & Portfolio Management AUM & Revenue Growth Team Leadership & People Management Cross-Selling & Client Experience Excellence

✨ What We’re Looking For • Strong experience in Wealth Management / Private Banking / Broking / NBFC • Proven ability to build long-term client relationships and drive business growth • Excellent communication, advisory, and leadership skills

Interested or know someone perfect for this role? Let’s connect! naresha.r@nityo.com 8746012727 |

WhatsApp: 8746012727 Hashtags: #Hiring #RelationshipManager #WealthManagement #HNI #UHNI #PrivateBanking #AUM #GurgaonJobs #NoidaJobs