Join a Leading Stock Broking company and Accelerate Your Career Growth

Role: Relationship Manager- Wealth Manager

Location: Surat

CTC:- upto 12 lpa

Role Overview

- Drive acquisition and closure of investments across Mutual Funds, PMS, AIF, Corporate FD, SGB & Insurance
- Achieve Net Equalized Assets (LS) targets for the mapped portfolio
- Build and grow a strong SIP book
- Activate & reactivate clients to generate new business
- Conduct regular client meetings to enhance AUM, SIP flows & overall revenue

Candidate Profile 2 years of experience Mutual Fund Sales

Graduate Mandatory

NISM 5A & NISM 8 certifications preferred

Solid client relationship and business development skills

Experience in Wealth Management / Broking / Investment Products preferred

If youre driven, client-focused, and ready to grow in the wealth management space, wed love to connect!

Interested candidates can share your updated resume on [email protected] or on Whatsapp (phone hidden)

📌 Wealth Manager/ Advisor (Ahmedabad)
🏢 Rekrut India
📍 Ahmedabad