A- Minimum required Accountabilities for this role
Drive AUM growth, cross-sell, and revenue generation through existing and

current client relationships.
Acquire new clients through referrals, networking, and targeted outreach.
Achieve defined business and productivity targets.
Stay updated on market trends, product developments, and investment

prospects.
Participate in investor awareness sessions, client events, and market

discussions.
Understand client goals, risk appetite, and financial needs to recommend

suitable investment solutions.
Offer advisory across:
Mutual Funds & Fixed Income
Broking & Insurance
Structured Products & Alternate Assets
Conduct regular portfolio reviews and market updates with clients.
Build, manage, and grow long-term relationships with HNI and affluent

clients.
Act as the primary point of contact for clients across investments, portfolio

reviews, and service needs.




Deliver a high-quality, personalized client experience at every touchpoint.
Ensure all activities are conducted in line with regulatory guidelines, internal

policies, and suitability norms.
Maintain accurate documentation and client records.

B- Additional Accountabilities pertaining to the role
Track market trends and provide advisory insights to clients
Coordinate with product and research teams for tailored investment solutions
Technology adoption to enhance client servicing, streamline portfolio

management in a digital-first workplace.
Maintain accurate client records and documentation
Support digital adoption and wealth platform usage among clients
Participate in client engagement events and investor awareness initiatives

📌 Relationship Manager Wealth Ahmedabad
🏢 SKILLVENTORY
📍 Ahmedabad