Relationship Manager

We are looking for the profile - Relationship Manager / Investment Advisor (Wealth)

About Company:

Brighter Mind Asset Management Pvt. Ltd. is a CAT III AlF, an Alternative Investment Fund (IN/AIF3/24-25/1729). We are also SEBI Registered Investment Adviser (SEBI

Reg No: INA100016363) dedicated to serving investors across the spectrum-from retail investors to HNIs, ultra-HNIs, and corporates-with personalized tailored solutions.

We believe that disciplined investing is not just about numbers-it's a powerful journey that can transform lives. Through patience, perseverance, and the incredible power of compounding, we help build secure, prosperous futures that extend beyond individuals to touch entire generations. Our approach is grounded in timeless value investing principles and a long-term vision that honors the dreams and aspirations of the families we serve.

Based in New Delhi with a pan-India presence, Brighter Mind is more than an asset manager-we are compassionate partners committed to walking alongside our investors, nurturing their growth with integrity, deep market insight, and unwavering dedication.

Website: - https://brightermind.in/

Investment Advisor / Relationship Manager (Wealth)

Location: Meerut (Open to Travel)

Experience Required: 1–3 Years

Industry: Financial Services / Wealth Management

Job Description Roles and Responsibilities:·      

Responsible for new client acquisition, building strong relationships, and deepening engagement with existing

clients.

·      Focus on expanding the investor network for equity advisory and wealth management services.

·      Identify and acquire potential channel

partners in the respective geographies.

·      Drive AIF product sales through direct client engagement and collaboration with wealth managers, IFAs, private bankers, and RIAs.

·      Work towards achieving AUM and revenue targets for the allocated AIF offerings.

·      Engage and manage relationships with HNIs,

UHNIs, family offices, and institutional clients.

·      Deliver effective product presentations,

investment pitches, and personalized portfolio discussions.

 Desired Candidate Profile

·      MBA in Finance or Marketing from a recognized institution.

·      2–3 years of relevant experience in investment

advisory, wealth management, or AIF sales.

·      Excellent interpersonal, communication, and presentation skills.

·      Well-versed with SEBI regulations, especially those governing AIFs and wealth products.

·      Highly presentable, self-driven, and customer-focused with a strategic sales mindset.

·      Strong understanding of financial products, portfolio management, and capital markets.

As per industry standards with performance-based incentives.