Sales Relationship Manager

"𝐃𝐨𝐧'𝐭 𝐜𝐨𝐦𝐩𝐞𝐭𝐞 𝐨𝐧 𝐩𝐫𝐢𝐜𝐞. 𝐘𝐨𝐮 𝐜𝐨𝐦𝐩𝐞𝐭𝐞 𝐨𝐧 𝐫𝐞𝐥𝐚𝐭𝐢𝐨𝐧𝐬𝐡𝐢𝐩𝐬."

We're Hiring | Senior Relationship Manager – Wealth Management

📍 Locations: Pune | Mumbai (West) | Delhi/NCR | Bengaluru | Hyderabad | Kolkata | Bhubaneswar | Bhopal

Join one of India's fastest-growing Wealth Management businesses!

Key Requirements:
✅ 2+ years of experience in Wealth Management / Private Banking / Investment Advisory
✅ Individual Contributor (IC) role
✅ Proven experience in self-sourcing HNI/Affluent clients
✅ Strong B2C sales and relationship management skills
✅ Mandatory experience in Mutual Funds
✅ Exposure to PMS, AIF, Bonds, and other investment products is an added advantage
✅ Stable career with a strong sales track record

Role: Individual Contributor (No Team Handling)

• Acquire new HNI/UHNI clients through self-sourcing, referrals, networking, and market references.

• Build and maintain long-term relationships with clients.

• Understand clients' financial goals, risk appetite, and investment requirements.

• Advise clients on investment products such as:

  • Mutual Funds

  • Portfolio Management Services (PMS)

  • Alternative Investment Funds (AIF)

  • Bonds & Fixed Income Products

  • Structured Products

  • Insurance Solutions

  • Equity & Securities (where applicable)

• It is a Full Time Sales / Business Development job for candidates with 2 - 6+ years Experience.