Relationship Manager

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

• It is a Full Time అమ్మకాలు / వ్యాపార అభివృద్ధి job for candidates with 3 - 6+ years Experience.