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.
Solid 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 (India)
🏢 Alankit
📍 India