We are hiring on behalf of a leading and well-established financial services organisation that is expanding its Wealth Advisory and Investment Relationship Management team across Bangalore Karnataka
This opportunity is ideal for ambitious financial-services professionals who are passionate about investment products, client acquisition, wealth management and long-term relationship building.
✅ ELIGIBILITY
• Graduation in any discipline
• Minimum 1 year of relevant experience
• NISM Series V-A certification preferred
• Robust communication and client-management skills
• Working knowledge of financial and investment products
• Ability to acquire clients and achieve business targets
? KEY RESPONSONSIBILITIES
• Acquire new clients through networking, referrals, appointments, lead conversion and prospecting
• Understand clients’ financial goals, investment requirements and risk profiles
• Present suitable financial products in line with approved research, company processes and applicable regulations
• Share authorised market insights, research reports and relevant investment opportunities
• Support clients across Mutual Funds, SIPs, Equity, Currency, Insurance, PMS, Bonds, IPOs and NFOs
• Build and maintain trusted, long-term client relationships
• Identify suitable cross-selling and portfolio-development opportunities
• Deliver timely after-sales support and improve client retention
• Contribute to AUM growth, revenue objectives and branch business targets
• Collaborate with branch teams to follow up and convert qualified leads
? WHO CAN APPLY?
Professionals currently working as:
• Relationship Managers
• Wealth Managers
• Investment Advisors
• Investment Counsellors
• Equity Relationship Managers
• Mutual Fund Relationship Managers
• Financial Consultants
• Client Acquisition Managers
• Branch Sales Officers
• Priority Banking Relationship Managers
• Personal Bankers
• Insurance