InnoQuest is looking for a dynamic and results-oriented professional for the role of HNI Relationship Manager.
The individual will be responsible for leading a team focused on acquiring, managing, and growing relationships with High Net Worth Individual (HNI) clients by offering customized wealth management and investment solutions.
Job Title: HNI Relationship Manager
Location: Bangalore/Coimbatore
Work Days :- Monday to Friday/Work from Office
Work Timings :- General shift
Experience: 8–10 Years
About the Role
We are looking for an experienced and result-oriented HNI Relationship Manager to join our Wealth Management team. The ideal candidate will be responsible for acquiring, managing, and growing relationships with High Net Worth Individual (HNI) clients by offering customized wealth management and investment solutions. This role requires strong client acquisition capabilities, excellent relationship management skills, and a deep understanding of financial products.
Key Responsibilities
- Acquire and onboard High Net Worth Individual (HNI) clients through networking, referrals, and market outreach.
- Develop and manage long-term relationships with HNI clients by understanding their financial goals and investment needs.
- Provide customized wealth management and investment advisory solutions across a range of financial products.
- Manage and grow clients' investment portfolios while ensuring alignment with their risk appetite and financial objectives.
- Drive business growth through new client acquisition, portfolio expansion, and cross-selling of wealth management products.
- Offer advisory on investment products including Mutual Funds, PMS, AIFs, Bonds, Structured Products, Insurance, and other wealth solutions.
- Regularly review portfolio performance and provide strategic recommendations based on market trends and client requirements.
- Ensure high levels of customer satisfaction by delivering exceptional service and timely financial advice.
- Maintain compliance with regulatory guidelines and internal policies while managing client relationships.
- Collaborate with internal product, investment, and operations teams to deliver seamless client service.
Desired Candidate Profile
- 8–10 years of experience in Wealth Management, Private Banking, Financial Services, or Investment Advisory.
- Proven experience in acquiring and managing HNI/UHNI clients.
- Strong knowledge of wealth management products, investment planning, and portfolio management.
- Demonstrated track record of client acquisition, revenue generation, and AUM growth.
- Excellent networking, negotiation, and relationship-building skills.
- Strong communication, presentation, and interpersonal skills.
- Ability to understand client financial goals and recommend suitable investment strategies.
- Self-driven, target-oriented, and passionate about delivering superior client experiences.
Preferred Industry Background
- Private Banking
- Wealth Management Firms
- Investment Advisory
- Broking Firms
- NBFCs
- Banking & Financial Services
Key Skills
HNI Relationship Management, Wealth Management, Private Banking, Client Acquisition, Portfolio Management, Investment Advisory, Financial Planning, Mutual Funds, PMS, AIF, Bonds, Structured Products, Insurance, Relationship Management, AUM Growth, Cross-selling, Wealth Advisory.
Skills
HNI Relationship Management, Wealth Management, Private Banking, Client Acquisition, Portfolio Management, Investment Advisory, Financial Planning, Mutual Funds, PMS, AIF, Bonds, Structured Products, Insurance, Relationship Management, AUM Growth, Cross-selling, Wealth Advisory, Networking, Negotiation, Communication, Presentation, Interpersonal Skills
