22 Aug
|
AAYUSHMAN MONEY MALL
|
Raipur
22 Aug
AAYUSHMAN MONEY MALL
Raipur
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.
- Strong client-handling and relationship-building abilities.
- Ability to independently manage clients and follow-ups.
- Strong business-development and networking skills.
- Professional, responsible, and organised approach to work.
- Good working knowledge of MS Excel, email, and basic office applications.
- NISM certification or relevant financial-market certification will be an advantage.
- Candidates looking for a stable, long-term career in financial services are encouraged to apply.
Ideal Candidate We are looking for a mature and professional individual who:
- Can independently handle client relationships.
- Is confident while communicating with clients.
- Has strong follow-up and relationship-management skills.
- Can develop business through referrals and networking.
- Is reliable and committed to a long-term professional association.
- Has a genuine interest in financial markets and wealth management.
Salary & Advantages Salary: ₹20,000 – ₹50,000 per month
Additional: Performance-based incentives
Salary will be based on experience, skills, and overall suitability for the role.
Job Details
Position: Relationship Manager (RM) – Wealth Management
Experience: 2–3+ Years
Employment Type: Full time
Industry: Financial Services / Wealth Management
Location: Aayushman Money Mall, 1st Floor, Arham Chambers, Motibagh Chowk, Shastri Market, Raipur – 492001
Why Join Us?
- Work with an established financial-services organisation.
- Opportunity to work directly with clients and build strong professional relationships.
- Exposure to wealth management and investment products.
- Performance-based earning and growth opportunities.
- Professional and stable work environment.
- Opportunity to build a long-term career in financial services.
Pay: ₹20,000.00 - ₹50,000.00 per month
Work Location: In person
📌 Resource Manager (Raipur)
🏢 AAYUSHMAN MONEY MALL
📍 Raipur