Position: Wealth Relationship Manager

Location: Pan India

About the Organization

A leading wealth and asset management company with Assets Under Advisory (AUA) of over 2,00,000 Crore. The organization serves over 1 million clients across India, including affluent customers, HNIs, UHNIs, family offices, institutional clients, and corporates.

With a strong nationwide presence across 450+ locations and a client-first approach, the company offers comprehensive wealth solutions, asset management, investment advisory, and capital market services through a highly experienced team.

About the B2C Business

The B2C business serves over 1 million clients across India through a network of 800+ Wealth Managers. It provides a robust platform, employee-friendly work environment, structured learning & development programs, and strong career growth opportunities.

Key Responsibilities

- Cater to clients' investment needs by providing research-based advice on:
- Mutual Funds
- Insurance
- Portfolio Management Services (PMS)
- Structured Products

- Manage client relationships through regular meetings and portfolio reviews.
- Recommend suitable financial products and achieve business targets.
- Increase product penetration and enhance clients' wallet share.




- Identify and acquire new affluent, Wealth, and HNI clients.
- Build long-term relationships and provide investment solutions based on client requirements.

Eligibility Criteria

Qualification

- Graduate or Postgraduate with relevant experience.

Experience

- Minimum 4 years of experience in Wealth Management or Investment Product Sales.

Mandatory Skills

- Robust knowledge of investment products.
- Experience in handling Wealth/HNI clients.
- Good understanding of Equity, Debt Market, Mutual Funds, PMS, Insurance, and other Wealth Products.
- Strong relationship management and client acquisition skills.

Desired Competencies

- Excellent understanding of client financial needs.
- Ability to provide suitable investment solutions.
- Strong communication, presentation, and negotiation skills.
- Target-oriented with a consultative sales approach.

Why Join?

- Bi-Annual Appraisal Program.
- Attractive incentive structure with high earning potential.
- Performance-based rewards, including international travel contests.
- Comprehensive training and continuous learning & development programs.
- Solid career growth opportunities in Wealth Management.

📌 Wealth Manager (Telangana)
🏢 Spotshine Consulting Delhi
📍 Telangana