Relationship Manager - Wealth

Company Description Alankit is a diversified FinTech conglomerate established in 1995, with a strong presence across Financial Services, RegTech, Channel Business, Managed Services, SDO, and Technology Solutions. Its flagship entity, Alankit Limited, is a leading FinTech service provider in India, headquartered in Delhi and listed on both NSE and BSE. The company drives digital transformation through advanced technology, artificial intelligence, and automation, offering a unified platform of tech-enabled services across domestic and global markets. Alankit provides a comprehensive portfolio including Trading, Wealth Management, Insurance, NPS, GST solutions, Digital Signature and eSign services, Remittance, Aadhaar and PAN services, Smart Card solutions, SDO services, and Attestation/Apostille services. With a customer-centric approach and robust IT infrastructure, Alankit focuses on building trust, enabling growth, and maintaining leadership in Indias evolving FinTech ecosystem, operating as a SEBI-registered listed entity.

Role Description The Relationship Manager – Wealth is a full-time, on-site role based in New Delhi, responsible for managing and growing wealth management relationships with individual and institutional clients. The role includes understanding client financial goals, developing tailored investment and financial planning strategies, and recommending appropriate products and services across investments, trading, and insurance. The Relationship Manager will regularly review client portfolios, monitor market trends, and provide proactive advice to optimize returns and manage risk. Day-to-day responsibilities also involve maintaining high service standards, resolving client queries, coordinating with internal teams for seamless execution, and ensuring compliance with regulatory and company guidelines. The role requires meeting business targets while fostering long-term, trust-based relationships through consistent communication and a strong customer-centric approach.

Qualifications

• Candidates should possess strong Sales skills to create and manage client portfolios aligned with their goals and risk profiles.
• Candidates should possess Investment Management and Finance skills to analyze markets, evaluate products, and optimize asset allocation.
• Candidates should possess Insurance-related skills to advise on protection solutions that complement clients overall wealth strategies.
• Sound knowledge of wealth management products, capital markets, and regulatory frameworks.
• Proven experience in client relationship management, preferably in banking, financial services, or wealth management.
• Excellent communication, negotiation, and interpersonal skills, with the ability to present complex financial concepts clearly.
• Strong analytical and problem-solving abilities, with a target-oriented mindset and ethical approach to client advisory.
• Graduate or postgraduate degree in Finance, Commerce, Business, Economics, or a related field; relevant certifications (e.g., CFP, NISM, NCFM) are an advantage.