Relationship Manager (RM) – Wealth ManagementAbout Aayushman Money Mall

Aayushman Money Mall is a financial services firm focused on helping individuals and families build, manage, and preserve their wealth through suitable investment and financial solutions.

We are looking for an experienced Relationship Manager (RM) who is confident in client handling, understands financial products, and can build strong, long-term relationships with clients.

Job Responsibilities
- Manage and develop long-term relationships with existing and prospective clients.
- Understand clients' financial goals, investment requirements, and risk profiles.
- Provide appropriate investment-related assistance and support to clients.
- Handle day-to-day client servicing, queries, documentation, and follow-ups.
- Develop new business through referrals, networking, existing client relationships, and market outreach.
- Maintain regular communication with clients and ensure a high level of client satisfaction.
- Coordinate with AMCs, registrars, platforms,



and internal teams for smooth execution of client requirements.
- Follow up on leads and convert prospective clients into long-term relationships.
- Maintain proper records of client interactions, leads, follow-ups, and business activities.
- Identify opportunities to increase client engagement and assets under management.
- Ensure professionalism, confidentiality, and accuracy while handling client information.
- Achieve assigned business and relationship-management targets.

Candidate Requirements
- 2–3+ years of experience in Relationship Management, Wealth Management, Mutual Funds, Banking, Financial Services, or a related industry.
- Good understanding of Mutual Funds and other investment/financial products.
- Excellent communication and interpersonal skills.
- Robust client-handling and relationship-building abilities.
- Ability to independently manage clients and follow-ups.
- Strong business-development and networking skills.
- Professio

📌 Resource Manager (Raipur)
🏢 AAYUSHMAN MONEY MALL
📍 Raipur