# Relationship Manager

> Weekday AI · Bengaluru, India · Full-time · Posted 2026-04-14

**Workplace:** on_site

**Department:** Weekday's Client via platform

## Description

**This role is for one of the Weekday's clients  
  
**Min Experience: 13 years

Location: Bengaluru, Karnataka, Telangana, Hyderabad, Chennai, Tamil Nadu

JobType: full-time  
  
The position entails overseeing and expanding relationships with HNI/UHNI clients, providing them with guidance on wealth creation and investment opportunities across a range of financial products.

## Requirements

**Key Responsibilities:**

-   Oversee a portfolio of **HNI/UHNI clients** with a net worth of ₹5 Cr+
-   Facilitate wealth growth through **PMS, AIF, and other investment products**
-   Establish and nurture strong connections with **CXOs, promoters, and business owners**
-   Meet revenue goals by acquiring new clients and expanding existing portfolios
-   Manage and enhance **Assets Under Management (AUM)**

**Key Requirements:**

-   Minimum of 13 years experience in **wealth management / private banking**
-   Extensive experience in **client relationship management**
-   Demonstrated success in handling clients with ticket sizes ranging from **₹5 Cr to ₹25 Cr**
-   Proven experience managing **₹100 Cr+ AUM**
-   At least **5 years of stability** in current or previous roles
-   Previous experience with **private banks or wealth-focused NBFCs** is preferred

### Skills

Wealth Management

Wealth Management Services

## Apply

[Apply at Weekday AI](https://apply.workable.com/weekday-1/j/2ECC9049E8/apply)

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