Position: Relationship Manager / Wealth Manager
Location: Malleswaram, Bengaluru
Role Overview
We are seeking dynamic and result-oriented Relationship Managers / Wealth Managers to drive
client acquisition and portfolio management across a wide range of wealth management and
financial products. The role involves building long-term client relationships, expanding the client
base, converting qualified leads, and delivering comprehensive wealth management solutions.
Key Responsibilities
Acquire and manage clients for investment and financial products including Mutual
Funds, Equities, Life Insurance, Health Insurance, Corporate Deposits, Bonds, PMS,
AIF, Estate Planning, and related offerings.
Build and nurture long-term client relationships while managing and reviewing client
portfolios.
Convert leads provided by the organization and generate additional business through
self-sourcing.
Appoint and manage Business Associates to expand business reach.
Drive revenue generation across products and services while achieving defined
business targets.
Provide clients with suitable wealth management, financial planning, and investment
solutions.
Experience Required
Minimum 4 years of experience in client acquisition and sales, with a strong focus on
Mutual Funds and Wealth Management products.
Desired Candidate Profile
Existing client network and proven ability to acquire and service HNI/retail clients.
Strong communication and interpersonal skills with proficiency in English.
Self-driven, target-oriented, and relationship-focused skilled.
Educational Qualification
Graduate in any discipline.
Organizational Support & Infrastructure
The selected candidate will benefit from:
Guidance and support from a highly experienced wealth management team
. Robust mobile and web-based platforms for transaction execution, portfolio monitoring
,and reporting
. Continuous learning and professional development opportunities through ongoin
gtraining and knowledge enh