Relationship Manager Wealth Management

Avani Consulting is hiring for top broking company

Locations: Pune | Chennai | Coimbatore

Experience: 28 Years

Salary: Pune & Chennai Up to 10 LPA | Coimbatore Up to 8.5 LPA

Qualification: Graduate / MBA

We are hiring Relationship Managers for a leading Wealth Management company to drive asset acquisition, AUM growth and revenue generation through financial investment products.

Key Responsibilities

- Acquire and grow AUM through Mutual Funds, PMS, AIF, SIP, SGB, Insurance and other investment products.
- Manage HNI / Affluent client relationships and increase wallet share.
- Generate current business through client acquisition and existing client activation.
- Drive SIP growth, cross-selling and revenue generation.
- Conduct 2–3 client meetings daily and achieve assigned business targets.

Required Skills





- Minimum 2 years of experience in financial product sales / Wealth Management.
- Strong knowledge of Mutual Funds, Investments and Financial Markets.
- Experience in AUM acquisition and HNI client handling.
- Excellent communication and relationship management skills.
- NISM V-A certification preferred.

Preferred Industry: Wealth Management | Broking | Banking | Mutual Funds | Financial Services Interested candidates can apply!

Apply Now

Recruitment Partner: Avani Consulting

Contact Person: Sylviya – Recruitment Executive

Email: [email protected]

Contact Number: (phone hidden) {Call/Whatsapp}

📌 Relationship Wealth Management Manager (Bengaluru)
🏢 Avani Consulting
📍 Bengaluru