Job description
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 recent 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
Strong 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