About the Role

We are looking for an ambitious and result-oriented Relationship Manager to join our Wealth Management team. This is an excellent opportunity for professionals with a strong sales mindset, client acquisition skills, and interest in financial products to build a rewarding career in wealth management.

The role will focus on client acquisition, AUM growth, revenue generation, investment solutions, and long term client relationship management.

Key Responsibilities:

Drive client acquisition, business development, AUM growth, and revenue generation through equity and wealth management products.

Build, manage, and continuously expand a solid pipeline of prospective clients and business opportunities.

Understand clients' financial goals, risk appetite, investment objectives, and investment horizon to recommend suitable solutions.

Cross-sell and promote financial products including Mutual Funds, Equity, PMS, Insurance,



and other investment avenues.

Develop and maintain long-term client relationships to enhance client engagement, AUM, and revenue.

Provide regular portfolio insights, market updates, and actionable investment recommendations to clients.

Consistently achieve and exceed sales targets and business objectives.

Generate new business through references, networking, existing relationships, and other lead-generation channels.

Ensure timely reporting, documentation, client servicing, and coordination with internal teams.

Maintain high standards of professionalism, client service, compliance, and ethical selling.

Job Types: Full-time, Permanent

Pay: ₹200,000.00 - ₹500,000.00 per year

Work Location: In person

📌 Relationship Manager– Wealth Management | Sales (Chandigarh)
🏢 Transformative Wealth Mentors IMF
📍 Chandigarh