Job Title: Relationship Manager

Company: Alankit Limited

Department: Wealth Management

Locations: Ahmedabad & Chandigarh

Key Responsibilities

- Drive Mutual Fund sales through Lumpsum and SIP investments.
- Ensure consistent growth in Net AUM (Assets Under Management).
- Acquire recent SIP registrations and manage existing investor relationships.
- Generate revenue through PMS, AIF, Bonds, and other wealth products.
- Conduct portfolio reviews based on clients' financial goals.
- Build long-term client relationships through advisory services.
- Schedule and conduct client meetings to drive business growth.
- Identify cross-selling and upselling opportunities.

Preferred Candidate Profile

- Experience in Wealth Management, Mutual Funds, Banking, Broking, or Financial Services.
- Strong knowledge of investment products and financial markets.
- Excellent communication, relationship management, and sales skills.
- NISM Certification preferred.
- Proven ability to achieve revenue and AUM growth targets.

📌 Relationship Manager (Chandigarh)
🏢 Alankit
📍 Chandigarh