Relationship Manager - Wealth Management

Client Acquisition & Relationship Management:

• Acquire new clients from open-market sourcing.
• Manage the client book across retail, mass affluent, and emerging HNI segments.
• Act as a trusted wealth advisor.

Product-Led Wealth Advisory:

• Understand client goals, risk appetite, time horizon, and liquidity needs.
• Recommend and distribute a diversified product suite, including Mutual Funds, PMS, AIF, Bonds, Insurance, and structured products.
• Drive asset allocation-based conversations.

AUM Building & Wallet Share Expansion:

• Own net new AUM targets for the client book.
• Increase product penetration and average AUM per client.
• Convert idle cash and trading-only clients into long-term investment products.
• Focus on recurring AUM rather than one-time transactions.

Client Engagement & Retention:

• Conduct periodic portfolio reviews and goal-tracking discussions.
• Proactively engage clients during market volatility to prevent churn.
• Ensure high service standards and timely resolution of client queries.
• Build long-term stickiness through consistent advisory touchpoints.

Monitoring & Reporting:

• Maintain daily and weekly reports on client acquisition, product sales, and revenue generation.

Key Requirements:

• Education: Graduate in any discipline.
• Experience: 6 - 8 years of experience in Wealth Management, Private Banking, Investment Advisory, or BFSI Sales.

Skills & Competencies:

• Strong understanding of wealth products: MF, PMS, AIF, Bonds, Insurance.
• Basic knowledge of asset allocation and portfolio construction.
• Consultative selling mindset with strong relationship-building and communication skills.