Relationship Manager Equity & Wealth Management

Key Responsibilities:

- Acquire and manage HNI/UHNI clients and build long-term relationships.

- Drive business through Equity, Mutual Funds, PMS, AIFs, Bonds/NCDs, Insurance and other wealth products.

- Generate recent leads through referrals, networking and market outreach.

- Understand client investment needs and provide tailored investment solutions.

- Manage client portfolio, ensure regular engagement and achieve AUM/revenue targets.

- Stay updated on market trends, investment products and regulatory requirements.

- Coordinate with research, operations and product teams for seamless client servicing.

Key Skills & Requirements:

- 2–8 years of experience in Wealth Management, Private Banking, Broking or Financial Services.

- Strong client acquisition, relationship management and communication skills.

- Good understanding of Equity and Wealth Management products.

- Existing HNI/UHNI client network/AUM will be an advantage.

- Relevant NISM certifications preferred.

📌 Relationship Manager / Dealer - Bhopal
🏢 Share India Securities
📍 Bhopal