Senior Relationship Manager, Wealth

About the role

Wealth Channel at Muthoot FinCorp builds tailored wealth management solutions for high‑net‑worth clients. The Senior Relationship Manager cultivates and manages client relationships, drives business development, and oversees portfolio management and financial planning. Based in Bhubaneshwar, on‑site work model.

What you’ll do

• Cultivate and manage relationships with high‑net‑worth individuals and families
• Identify new business opportunities through referrals, networking, and prospecting
• Develop and recommend investment solutions aligned with client goals
• Provide portfolio management, risk assessment, and performance reporting
• Cross‑sell and update clients on financial products and market trends
• Collaborate with legal, tax, and estate planning teams for comprehensive solutions
• Achieve revenue targets and ensure compliance with regulatory guidelines
• Educate clients on market trends and financial planning strategies

What you’ll bring

• 4+ years experience in wealth management or financial services
• Proven track record in business development and client acquisition
• Strong knowledge of investment products (LI, MF, FI, GI)
• Ability to create comprehensive financial plans
• Excellent communication and presentation skills
• Risk assessment and compliance expertise
• Relationship building and client retention focus
• Analytical and problem‑solving abilities

Skills