Wealth Relationship ManagerBangalore · Work From Office · Full-Time
Location: Bangalore
Work Mode: Work From Office
Experience: 2–4 Years
Role Type: AUM Acquisition
About LiquideLiquide Wealth is a SEBI Registered Investment Advisor (INA000018762) managing over ₹2000 Cr in client assets. We offer institutional-grade, actively managed equity strategies to HNI investors with zero commissions, zero lock-ins, and zero profit sharing. We are now building a high-performance acquisition team to help us scale.
About the RoleThis is a pure client acquisition role. You will work the phones with a steady pipeline of warm, qualified leads that we generate for you. Your job is to convert those leads into paying clients and grow Assets Under Management for Liquide Wealth.
If you love talking about markets, understand investments deeply, and have the hunger to close deals, this role is built for you.
What You Will Do01 Client Acquisition• Engage with warm inbound leads over calls and convert them into active, fee-paying clients
• Conduct discovery calls to understand prospect goals, risk appetite,



and investment experience
• Own the full sales cycle from first contact to successful onboarding

02 Product Pitching• Articulate the value of our equity baskets, portfolio intelligence, and wealth management services
• Explain why Liquide Wealth is a superior alternative to mutual funds, PMS, and traditional advisors
• Stay deeply familiar with product performance and competitive differentiation

03 AUM Growth• Meet monthly and quarterly targets for new client onboarding and AUM addition
• Identify opportunities to deepen client wallet share through additional deployments
• Maintain robust follow-up discipline and a structured pipeline

04 Relationship Ownership• Serve as the dedicated point of contact for clients investing above a defined tier
• Coordinate with the advisory team to ensure a smooth onboarding experience
• Maintain accurate records of all client interactions and deal sta

📌 Wealth Relationship Manager (Bengaluru)
🏢 Liquide
📍 Bengaluru