Relationship Manager

Role & responsibilities -

• • Identify and acquire new clients for wealth and investment products
• • Sell investment products such as Mutual Funds, PMS, Bonds, Fixed Deposits, Insurance, AIFs, and Equity products
• • Understand client financial goals and recommend suitable investment solutions
• • Build and maintain long-term relationships with HNI and retail clients
• • Achieve monthly and quarterly sales targets
• • Conduct regular follow-ups and portfolio reviews with clients
• • Keep clients informed about market trends and new investment opportunities
• • Ensure compliance with company policies and regulatory guidelines

Preferred candidate profile

• Experience in Wealth Management, Investment Sales, or Financial Advisory
• • NISM / AMFI certification (preferred, not mandatory)
• • Experience handling HNI / UHNI clients is an advantage

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Compensation & Benefits:

• • Fixed Salary + Attractive Incentives
• • Performance-based bonuses
• • Career growth in wealth management