- Acquire Preferred and HNI clients and grow AUM from this segment.
- Advise clients on their mutual fund investments and overall portfolio, and deepen the relationship (share of wallet)with existing clients over time.
- Sell and service both digitally and physically through the Ramaniya app — app-led SIP/lumpsum execution fordigitally comfortable clients, and app-assisted physical application processing for clients who prefer paper-basedtransactions. Both modes route through the same platform for tracking and compliance.
- Meet clients in person as the primary mode of relationship-building — the app supports execution and tracking, butdoes not substitute for face-to-face meetings, which are mandatory for this role, not optional. Track the Affluent / HNI segment in the market for current client acquisition opportunities.




- Stay current on market trends and available fund options to judge fit against each client's portfolio and goals. Coordinate with whoever is covering product and research at Ramaniya — this may be a single analyst or a sharedfunction rather than a dedicated desk — before finalizing investment recommendations for clients.
- Support and help organize client-facing seminars, workshops, and other business development activity, recognizingthat at Ramaniya's size, RMs often help run these rather than attend as a formality. Complete and maintain KYC/KRA documentation for every client relationship before onboarding funds, and keepit current as regulations require.

Pay: ₹20,000.00 - ₹50,000.00 per month

Work Location: In person

📌 Relationship Manager (Jaipur)
🏢 Ramaniya
📍 Jaipur