Designation : Relationship Manager

Experience: 0 - 5 Years | Department: Wealth Management

About Alankit

Alankit is a diversified business group with a strong 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 strong client relationships.
- Acquire current 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)
🏢 Alankit
📍 Ahmedabad