Relationship Manager

40,000 - 50,000 /month

Waksugo Services Private Limited

Bodakdev, Ahmedabad

3 - 6+ years Experience in Sales / Business Development

10 Openings

Full Time

Skills Required

Lead Generation

Job Highlights

All Education levels

All genders

09:00 AM - 06:00 PM | 5 days working

Job Description

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

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 HNI 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

Other Details

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

More about this Relationship Manager job

What qualifications and experience are required for this Relationship Manager position?
Ans : Candidates should have All Education levels with 3-7 years of experience and skills like Lead Generation.
What is the salary and job type for this role?
Ans : The salary for this Relationship Manager job ranges between ₹40,000-₹50,000 per month. This is a Full Time job.
What are the working days and timings for this job?
Ans : This Relationship Manager job has 5 days working days and timings from 09:00 AM - 06:00 PM.
Do you need to visit the office for this job?
Ans : Yes, candidates need to visit the office and work from the location in Bodakdev, Ahmedabad.
How many openings are available for this position?
Ans : There are 10 openings available for this position.
Is this job open for all genders?
Ans : Yes, this Relationship Manager job is open for both male and female candidates.
What are the key responsibilities of this Relationship Manager job?
Ans : As a Relationship Manager, key responsibilities include skills like Lead Generation. This role is part of Sales / Business Development category.
Where is this job located?
Ans : This Relationship Manager job is located in Bodakdev, Ahmedabad.
What kind of candidate is ideal for this job?
Ans : A candidate with skills like Lead Generation along with 3-7 years of experience is ideal for this Relationship Manager job.
Why should you apply for this Relationship Manager job?
Ans : This Relationship Manager job offers a salary between ₹40,000-₹50,000 per month. This is a Full Time opportunity and has 10 openings available.