Brief Description

Arihant Capital Markets Limited is seeking an experienced Wealth Relationship Manager – Offline to manage and grow relationships with affluent and High Net Worth Individual (HNI) clients through branch-based and face-to-face interactions. The role involves providing personalized investment advisory services, managing client portfolios, acquiring new clients, and delivering comprehensive wealth management solutions to help clients achieve their financial objectives.

Job Responsibilities

- Manage and grow a portfolio of HNI and affluent clients.

- Understand clients' financial goals and recommend suitable investment strategies.

- Advise clients on Mutual Funds, PMS, AIFs, Equities, Fixed Income Products, Bonds, and other wealth management solutions.

- Conduct regular portfolio reviews and provide timely investment recommendations.

- Acquire new clients through referrals, networking, and business development activities.

- Build and maintain long-term client relationships through exceptional service.

- Achieve AUM growth, revenue, and client acquisition targets.

- Stay updated with market trends and provide clients with relevant investment insights.

- Collaborate with research, product,



and operations teams to deliver a seamless client experience.

- Ensure adherence to regulatory guidelines and internal compliance policies.

Qualifications and Skills

- Bachelor's degree in Finance, Commerce, Business Administration, or a related field.

- MBA (Finance) or Certified Financial Planner (CFP) certification preferred.

- 3–8 years of experience in Wealth Management, Investment Advisory, Private Banking, or Relationship Management.

- Strong experience in HNI Relationship Management.

- Sound knowledge of wealth management products and investment advisory.

- Excellent understanding of Mutual Funds, PMS, AIFs, Equities, Bonds, and Fixed Income Products.

- Strong client relationship management and business development skills.

- Excellent communication, negotiation, and presentation abilities.

- Proven sales orientation with the ability to achieve revenue and AUM targets.

- Solid analytical and problem-solving skills.

- Customer-centric approach with the ability to build long-term client relationships.

- NISM and CFP certifications will be an added advantage.

📌 Wealth Relationship Manager – Offline (India)
🏢 Arihant Capital Markets
📍 India