About the Role

​We are looking for a proactive, results-oriented Relationship Manager to join our growing wealth team. In this role, you will acquire new clients, drive sales across diverse financial products, and provide portfolio-oriented investment solutions while maintaining high reporting standards with senior management.

​Key Responsibilities

​Client Acquisition: Identify, engage, and onboard high-net-worth (HNI) and retail clients; drive Demat and trading account openings

​Third-Party Product (TPP) Sales: Pitch and distribute investment products tailored to client goals, including Mutual Funds (MF), Systematic Investment Plans (SIP), Portfolio Management Services (PMS), and Alternative Investment Funds (AIF).

​Life Insurance (LI): Advise clients on financial protection and drive sales of Life Insurance products to ensure comprehensive portfolio coverage.

​Portfolio Servicing: Regularly review client portfolios, execute trades/orders as needed, and deliver strong post-sales support to maximize client retention.

​Reporting & Compliance:



Maintain daily activity trackers (calls, meetings, pipeline conversions) and submit structured daily/weekly performance reports directly to the Reporting Manager.

​Qualifications & Skills

​Experience: 1–4 years in stock broking, retail banking, or wealth management.

​Product Knowledge: Solid understanding of equity markets, mutual funds, insurance, and alternate assets (PMS/AIF).

​Communication: Strong verbal and written communication skills with proven relationship-building ability.

​Discipline: Robust time management with a clear commitment to timely reporting and target achievement.

​How to Apply

​Interested candidates can send their updated resume to [email protected] Email or reach out via direct message on LinkedIn.

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