Assistant Manager

About the Role

We are looking for a proactive, results-oriented Relationship Manager to join our growing wealth team. In this role, you will acquire new clients, drive sales across diverse financial products, and provide portfolio-oriented investment solutions while maintaining high reporting standards with senior management.

Key Responsibilities

Client Acquisition: Identify, engage, and onboard high-net-worth (HNI) and retail clients; drive Demat and trading account openings

Third-Party Product (TPP) Sales: Pitch and distribute investment products tailored to client goals, including Mutual Funds (MF), Systematic Investment Plans (SIP), Portfolio Management Services (PMS), and Alternative Investment Funds (AIF).

Life Insurance (LI): Advise clients on financial protection and drive sales of Life Insurance products to ensure comprehensive portfolio coverage.

Portfolio Servicing: Regularly review client portfolios, execute trades/orders as needed, and deliver strong post-sales support to maximize client retention.

Reporting & Compliance: Maintain daily activity trackers (calls, meetings, pipeline conversions) and submit structured daily/weekly performance reports directly to the Reporting Manager.

• Qualifications & Skills
• Experience: 1–4 years in stock broking, retail banking, or wealth management.
• Product Knowledge: Solid understanding of equity markets, mutual funds, insurance, and alternate assets (PMS/AIF).
• Communication: Strong verbal and written communication skills with proven relationship-building ability.
• Discipline: Strong time management with a clear commitment to timely reporting and target achievement.
• How to Apply
• Interested candidates can send their updated resume to [HIDDEN TEXT] Email or reach out via direct message on LinkedIn.
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