Summary:

As a Relationship Manager (RM) – Client Acquisition, you will play a pivotal role in transforming qualified digital leads into long-term, high-value wealth management clients. Operating under the guidance of a Wealth Manager, you will serve as the primary point of contact for prospects, driving the full client journey from initial engagement to onboarding and beyond.

This role combines consultative sales, relationship-building, and advisory support to deliver personalized financial solutions through mutual fund recommendations. By leveraging digital lead sources—such as website inquiries, marketing campaigns, strategic partnerships, and referrals—you will establish trust, address client concerns, and guide prospects toward informed investment decisions.

The position is designed as a strategic career launchpad for aspiring Wealth Managers, offering hands-on experience in client acquisition, financial advisory, and portfolio management, with clear pathways for growth and advancement within the wealth management ecosystem.

Responsibilities:

- Convert inbound digital leads (from website, campaigns, partnerships, referrals) into active clients through consultative and client-centric selling.

- Conduct discovery calls and meetings to assess client financial goals, risk appetite, investment timelines, and readiness to invest.





- Present mutual fund recommendations clearly and confidently, tailoring solutions to individual client needs and addressing objections effectively.

- Manage the end-to-end client conversion journey, including follow-ups, documentation, and seamless onboarding into the wealth management platform.

- Maintain accurate records in CRM systems, tracking lead status, interactions, and conversion milestones.

- Collaborate closely with Wealth Managers to ensure alignment on client strategy and service delivery.

- Identify opportunities to expand wallet share by recommending additional products and services based on client needs.

- Monitor and report on key performance metrics, including contact rate, conversion rate, and client acquisition cost.

Requirements

Requirements:

- Bachelor’s degree in Finance, Business, Economics, or a related field.

- 4–8 years of experience in sales, client acquisition, or financial services (preferred: mutual funds, wealth management, or digital finance platforms).

- Robust understanding of mutual funds, investment products, and personal financial planning concepts.

- Excellent communication, interpersonal, and presentation skills with a consultative approach.

- Ability to manage multiple leads simultaneously while maintaining high levels of client engagement and follow-up.

📌 Digital Relationship Manager (Bengaluru)
🏢 Corporate Stalwarts
📍 Bengaluru