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 solid 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 prospects.

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