Position: Relationship Manager (RM) Company: First Wealth Department: Sales / Wealth Management Location: Gurugram Employment Type: Full-time Experience: 2.5 years in Wealth Management / BFSI / Financial Services

About the Role

We are looking for a driven and client-focused Relationship Manager to join First Wealth. The RM will be responsible for acquiring, managing, and developing relationships with high-net-worth and affluent clients while understanding their financial requirements and offering suitable wealth management and investment solutions.

Key Responsibilities

- Develop and maintain strong relationships with existing and prospective clients.
- Acquire new clients through referrals, networking, market outreach, and other business-development activities.
- Understand clients financial goals, risk profiles, investment preferences, and overall requirements.
- Recommend suitable investment and wealth-management solutions based on client needs.
- Manage and grow the assigned client portfolio and achieve defined revenue/AUM targets.
- Generate leads and convert prospects into long-term clients.
- Conduct regular client reviews and proactively identify cross-selling and up-selling opportunities.
- Coordinate with internal teams and product specialists to ensure smooth execution and high-quality client servicing.
- Keep clients updated on relevant market developments, products, and investment opportunities.
- Ensure accurate documentation, KYC, compliance, and adherence to company policies and regulatory requirements.
- Maintain detailed records of client interactions, leads,



opportunities, and portfolio activity.
- Deliver a high level of client experience and ensure solid client retention.

Desired Candidate Profile
- Graduate/Postgraduate degree in Finance, Business, Economics, or a related field.
- 2–5 years of relevant experience in wealth management, private banking, financial services, broking, mutual funds, insurance, or a similar industry.
- Strong understanding of investment products such as mutual funds, equities, bonds, PMS/AIFs, insurance, and other wealth-management solutions.
- Proven track record in client acquisition, relationship management, and/or achieving sales targets.
- Excellent communication, presentation, negotiation, and interpersonal skills.
- Strong networking and business-development abilities.
- Customer-centric approach with the ability to build long-term relationships.
- Good knowledge of financial markets and investment concepts.
- Ability to work independently and meet business targets.

Key Performance Indicators (KPIs)
- New client acquisition
- AUM / portfolio growth
- Revenue generation
- Client retention and engagement
- Lead conversion
- Cross-selling and product penetration
- Client satisfaction and service quality
- Compliance and process adherence

What We Offer
- Competitive compensation and performance-based incentives.
- Opportunity to work in the wealth-management industry.
- Exposure to affluent/HNI clients and diverse investment products.
- Career growth and learning opportunities.
- Performance-driven and professional work environment.

📌 Walk-in || First Wealth Relationship Manager (Gurugram)
🏢 Vrinda Global
📍 Gurugram