Role Overview
Hireginie is hiring a Senior Relationship Manager – Wealth Management. This is a full-time role in Bengaluru. Part of Hireginie's Risk hiring, posted yesterday. Full responsibilities, required qualifications, and the apply link are listed in the description below.
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Job Description
About Our Client: Our client is a fast-growing organization in the financial services sector, committed to delivering customer-centric solutions and building long-term relationships. With a strong focus on innovation, professionalism, and service excellence, the company offers a collaborative work environment that encourages ownership, learning, and career growth.
Job Title: Senior Relationship Manager – Wealth Management
Location: Pune/ Bangalore
Experience: 6–8 Years
Educational Qualification: MBA (or) M Com (or) any Post Graduate in Finance
About the role: We are seeking a dynamic and client-focused Senior Relationship Manager with 6–8 years of experience in financial services, wealth management, or private banking. The Sr RM will be responsible for building and managing client relationships, providing customized investment solutions, and ensuring superior client service to achieve business growth.
Responsibilities
- Manage and grow a portfolio of HNI/UHNI clients with focus on wealth creation and retention.
- Understand client goals, risk appetite, and financial needs to recommend appropriate investment products (Mutual Funds, PMS, AIFs, Bonds, Structured Products, Insurance, etc).
- Drive new client acquisition through referrals, networking, and market intelligence.
- Ensure regular engagement with clients via reviews, portfolio updates, and financial planning discussions.
- Collaborate with product and research teams to deliver best-in-class investment solutions.
- Track market trends, investment performance, and regulatory updates to proactively advise clients.
- Ensure compliance with all regulatory, legal, and company guidelines. Achieve revenue and AUM growth targets as per business objectives.
Requirement:
- Graduate/Postgraduate in Finance, Commerce, Business Administration, or related field.
- 6–8 years of experience in Wealth Management, Private Banking, Investment Advisory, or Financial Distribution.
- Strong knowledge of Investment Products across Asset Classes.
- Excellent communication, presentation, and relationship-building skills.
- Ability to work independently as well as in a team-driven environment.
- Certifications such as NISM, Investment Adviser Level XXI, VA, XA & XB
Frequently Asked Questions
How do I apply for the Senior Relationship Manager – Wealth Management position at Hireginie?
Use the Apply button above to submit your application directly to Hireginie. Most applications take less than 5 minutes if your resume and contact details are ready, and you'll be routed to the employer's official application system to finish.
Where is the Senior Relationship Manager – Wealth Management position at Hireginie located?
This position is based in Bengaluru. Hireginie has not indicated remote or hybrid options for this role, so candidates should plan for on-site work.
What does a Senior Relationship Manager – Wealth Management at Hireginie earn?
Hireginie has not disclosed a salary range in this posting. Many employers share specifics later in the interview process; you can also ask during a recruiter screen if compensation transparency is important to you.
When was the Senior Relationship Manager – Wealth Management role at Hireginie posted?
This role was posted on June 5, 2026 (yesterday). It's still listed as actively hiring; we re-confirm openings against the source system multiple times per day and remove closed roles.
How much experience does the Senior Relationship Manager – Wealth Management role at Hireginie require?
This is a senior-level position. Most senior roles call for 5+ years of directly relevant experience. Hireginie lists their specific requirements in the description below, so review the must-have qualifications closely before applying.
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