Relationship Manager

Relationship Wealth Manager

Industry: BFSI / Wealth Management / Stock Broking

Job Summary

We are seeking a dynamic and results-driven Relationship Wealth Manager to build and grow relationships with HNI and affluent clients. The role involves client acquisition, portfolio advisory, and revenue generation through a wide range of wealth management products, including mutual funds, insurance, PMS, AIF, and equity investments.

Key Responsibilities

• Client Acquisition & Business Development

• Acquire new clients through networking, referrals, and market outreach

• Build and expand Assets Under Management (AUM) 

• Achieve monthly and annual sales targets across wealth products

Product Advisory

Recommend and cross-sell suitable financial products, including:

• Mutual Funds

• Insurance

• PMS / AIF

• Equity & Derivatives

• Fixed Income Products

• Candidate Requirements

Education

• Graduate/Postgraduate in Finance, Business, Commerce, or a related field

• NISM certification preferred

Experience

3–6 years of experience in Wealth Management, Banking, Broking, or Financial Advisory

Skills

• Strong client acquisition and networking abilities

• Sound knowledge of financial markets and investment products

• Strong sales and negotiation capabilities

Preferred Background

• Experience handling HNI or Ultra Financial Advisory clients

• Existing client network in the Ahmedabad/Gujarat market

• Experience in mutual fund distribution, insurance, or equity advisory

Compensation

• Fixed Salary + Attractive Incentives + Performance Bonus

• Unlimited earning potential with no cap on incentives for high performers

• It is a Full Time Sales / Business Development job for candidates with 3 - 6+ years Experience.