Possition Title: Relationship Manager – Sales (Wealth Products)

Role Overview The Relationship Manager – Wealth Products will be responsible for identifying,

acquiring, and managing relationships with High Net Worth Individuals (HNIs), Ultra

High Net Worth Individuals (UHNIs), family offices, wealth managers, and institutional investors. The role focuses on advising and distributing a comprehensive suite of wealth management solutions, including mutual funds, PMS, AIFs, bonds, structured products, fixed-income instruments, unlisted equities, pre-IPO opportunities, insurance,

and other investment products.

Key Responsibilities

Client Relationship Management

- Build, maintain, and deepen relationships with HNIs, UHNIs, family offices,

corporate clients, and wealth managers.
- Understand client financial goals, risk appetite, and investment preferences to provide suitable wealth solutions.
- Drive client acquisition, retention, and wallet-share growth through relationship-

based advisory.

Wealth Product Advisory & Distribution

- Develop a strong understanding of the firm's entire wealth product suite,

including:

o Mutual Funds o Portfolio Management Services (PMS)

o Alternative Investment Funds (AIFs)

o Physical to dementalization conversion o Unlisted Shares & Pre-IPO Investments o Insurance Solutions o Other Wealth and Investment Products

- Present investment opportunities effectively by explaining product features, risk-

return profiles, liquidity considerations, and suitability.

Client Servicing

- Guide clients through the complete investment lifecycle, including onboarding,

documentation, execution, and post-investment support.
- Address client queries, provide portfolio updates, and ensure a seamless customer experience.
- Maintain high standards of service to enhance client satisfaction and long-term engagement.

Sales Strategy & Business Development
- Create and implement sales strategies aligned with organizational growth objectives.




- Identify new business opportunities and expand the client base through networking, referrals, and market outreach.
- Achieve individual and team revenue targets across wealth products.

Portfolio Review & Investment Guidance
- Conduct periodic portfolio reviews and recommend suitable investment strategies.
- Identify opportunities for portfolio diversification and optimization based on market conditions and client objectives.
- Work closely with investment and research teams to provide informed recommendations.

Market Intelligence

- Monitor financial markets, economic trends, regulatory developments, and investment opportunities.
- Stay updated on new product launches, upcoming IPOs, private market opportunities, and competitor offerings.
- Share market insights with clients and internal stakeholders.

Reporting & Analysis
- Maintain accurate records of client interactions, investment transactions, and sales activities.
- Prepare regular reports on client engagement, revenue generation, deal pipeline,

and sales performance.
- Provide actionable insights to support strategic business planning.

Cross-Selling & Revenue Enhancement
- Identify opportunities to cross-sell and upsell wealth management products and services.
- Collaborate with internal teams to deliver holistic financial solutions.
- Drive overall business revenue while strengthening client relationships and retention.

Qualifications s Experience

- Bachelor’s or master’s degree in finance, Business Administration, or related field.
- Minimum 1 years of experience in financial services, preferably in private equity,

unlisted equity distribution, or wealth management.
- Proven track record in sourcing and closing high-value investment transactions.
- Strong understanding of capital markets, pre-IPO companies, and regulatory frameworks related to unlisted securities.
- Excellent communication, presentation, and interpersonal skills.

Key Competencies

- Robust sales acumen and relationship-building ability
- Analytical mindset with attention to detail
- Self-driven with the ability to work independently

- High level of integrity and professionali

📌 Wealth Manager (Bengaluru)
🏢 Rurash Financials Private
📍 Bengaluru