Relationship Manager – Wealth Management

Job Description:

We are hiring a Relationship Manager – Wealth Management for a confidential leading financial services company.

The candidate will be responsible for managing client relationships, acquiring new clients, increasing client wallet share, and growing assets through investment and financial products.

Responsibilities:

-Responsible for asset gathering for investment products such as Mutual Funds, PMS, AIF, Corporate FD, SGB, Insurance, SIPs, and other financial products.

-Achieve assigned targets for revenue, new business development, client activation, and asset collection.

-Create and grow incremental SIP business.

-Meet existing and potential clients regularly through physical or virtual meetings.

-Reactivate inactive clients and acquire new clients with asset collection.

-Increase AUM, SIP flow, and revenue from mapped clients.

-Build long-term relationships with clients and provide suitable financial product support.

Requirements:

-Minimum 2 years of experience in selling financial products and services.

-Graduate in any stream.

-Basic knowledge of financial markets and investment products.

-Good communication and interpersonal skills.

-Fluency in Tamil/local language preferred.

-Candidate should be self-motivated, target-oriented, and comfortable with field/client meetings.

-NISM / Insurance certifications will be an added advantage.

-This role is suitable for candidates with experience in Wealth Management, Mutual Funds, Financial Sales, Relationship Management, Client Acquisition, SIP, PMS, Insurance Sales, and Field Sales.