Designation : Relationship Manager

Experience: 1 - 6 Years | Department: Wealth Management

About Alankit

Alankit is a diversified business group with a solid presence in Financial Services, Technology and Digital Solutions, focused on customer excellence, innovation and sustainable growth.

Key Skills: Wealth Management | Mutual Funds | SIP | AUM | PMS | AIF | Bonds | NCD | Client Relationship | Sales

Key Responsibilities
Build and maintain solid client relationships.
Acquire recent clients and understand their financial and investment needs.
Drive business through Mutual Funds, SIPs and Lumpsum investments.
Manage client portfolios and support AUM growth.
Offer suitable investment solutions across PMS, AIF, Bonds and NCDs.
Conduct regular client meetings and portfolio reviews.
Provide timely and quality client servicing and investment support.
Identify relevant cross-selling and business opportunities.
Maintain regular client engagement and follow-ups.
Achieve assigned sales, AUM and revenue objectives.

📌 Relationship Manager Ahmedabad (India)
🏢 Alankit
📍 India