<h4><strong>Job Tittle: </strong>Senior Relationship Manager – Wealth &amp; Insurance</h4><h4><strong>Location:</strong> Mumbai</h4><h4><strong>Experience: </strong>5–10+ years</h4><h4><br /></h4><h4><strong>Role Overview-</strong></h4><h4>This role involves managing and growing relationships with High Net Worth Individuals (HNIs) by offering tailored wealth and insurance solutions.</h4><h4><br /></h4><h4><strong>Key Responsibilities-</strong></h4><h4>Manage and grow a portfolio of HNI clients &amp; Mutual Fund Distributors </h4><h4>Provide customized insurance and wealth solutions</h4><h4>Cross-sell insurance and financial products</h4><h4>Build long-term client relationships and ensure high client satisfaction</h4><h4>Identify new HNI prospects and generate business</h4><h4>Conduct financial needs analysis and recommend suitable products</h4><h4>Coordinate with internal teams for seamless execution</h4><h4>Achieve revenue and AUM targets</h4><h4><br /></h4><h4><strong>Requirements-</strong></h4><h4>5–10+ years of experience in wealth management / HNI sales</h4><h4>Strong network of HNI clients preferred</h4><h4>Experience in insurance and financial products</h4><h4>Excellent relationship management and negotiation skills</h4><h4>Strong understanding of BFSI products</h4><h4> </h4>