RM Head – Wealth Management

Experience: 1–3 years preferred Work Mode: Hybrid Location: Not provided

Key Responsibilities

• Lead daily stand-up meetings and provide clear project updates.

• Communicate confidently with clients in English.

• Attend and manage client meetings professionally.

• Coordinate with internal technical teams to ensure smooth communication.

• Understand basic IT and software concepts to discuss technical requirements.

• Track tasks, project progress, blockers and follow-ups.

• Act as the communication bridge between clients and technical teams.

• Ensure project updates and action items are communicated clearly.

• Support stakeholder coordination and day-to-day project communication.

Required Skills

• Excellent spoken and written English.

• Confidence in client-facing discussions.

• Ability to independently manage daily stand-ups.

• Basic understanding of IT/software concepts.

• Strong coordination and stakeholder-management skills.

• Professional attitude and clear communication.

• Comfortable working in a hybrid environment.

• Prior experience in client-facing, project coordination or similar roles is preferred.

Ideal Candidate: Someone with strong communication skills, technical awareness and the confidence to independently manage client discussions and daily project coordination.Position: RM Head – Wealth Management Location: Bengaluru Industry: Banking / Wealth Management Salary: Up to ₹22 LPA Maximum Age: 36 years

Role Overview

The Relationship Leader will manage and grow a portfolio of High-Net-Worth Individuals (HNI) and Ultra-High-Net-Worth Individuals (UHNI). The role focuses on wealth acquisition, client relationship development, customized investment solutions and team leadership.

Key Responsibilities

• Manage and expand HNI/UHNI client portfolios.

• Drive wealth acquisition and develop new business opportunities.

• Strengthen existing client relationships and increase customer engagement.

• Recommend customized investment solutions based on client requirements.

• Lead, mentor and manage a team of Relationship Managers.

• Drive business targets and improve Assets Under Management (AUM).

• Grow revenue and overall wallet share from existing and new clients.

• Build long-term client relationships and identify cross-selling opportunities.

• Monitor team performance and support business growth objectives.

Required Skills & Qualifications

• Strong understanding of wealth management products and investment solutions.

• Excellent client engagement and relationship-management skills.

• Experience managing HNI/UHNI clients.

• Ability to drive wealth acquisition, AUM growth and revenue targets.

• Prior team-handling or mentoring experience preferred.

• Ability to lead Relationship Managers and deliver business objectives.

How to Apply

Contact: 7994433313 Application link: Apply through Imates Consultants