Relationship Manager (RM)

Location: Bangalore

Experience: 3-5 years in financial services, mutual fund distribution, investment advisory, or client-facing roles

Qualification: MBA (or) M Com (or) any Post Graduate in Finance

About Our Wealth Managers:

We are a new-age, client-first wealth management firm committed to growing with our clients and managing over Rs 20,000 Crs of Assets under Advice. Not just managing their wealth, but enabling their aspirations through intelligent advice, deep relationships and helping them achieve their financial well being.

As we scale our reach across India, were looking for dynamic relationship managers with expertise, empathy & integrity to help our clients grow their wealth and fulfill their life goals with confidence. We operate in an agile empower-team structure that enables speed, ownership, and personalized service at scale.

Role Overview:

As a Relationship Manager (RM) Client Acquisition, you will be responsible for converting warm and qualified leads generated via digital channels into long-term wealth management clients. Working closely under a Wealth Manager, this role blends consultative sales, relationship management, and advisory support, and is designed as a launchpad for future Wealth Managers.

You will own the end-to-end lead conversion journey from first contact to onboarding while building trusted relationships and expanding wallet share over time.

Key Responsibilities:

Client Acquisition & Sales

- Convert inbound digital leads (website, campaigns, partnerships, referrals) into active clients through consultative selling.

- Conduct discovery calls and meetings to understand client financial needs, goals, and readiness to invest.

- Pitch our mutual funds recommendation clearly, addressing objections and guiding prospects through decision-making.

- Drive lead-to-conversion metrics such as contact rate, meeting ratio, closure rate, and AUM onboarding.

- Proactively follow up with prospects using structured sales cadences and CRM workflows.

- Collaborate with marketing and central sales teams to improve lead quality and conversion outcomes.

Client Engagement & Relationship Management

- Build and deepen relationships with converted clients under the guidance of the Wealth Manager.

- Understand client goals, risk profiles, and investment preferences to deliver personalized advice.

- Regularly review portfolios and recommend rebalancing, upgrades, or new strategies aligned with client goals.

- Generate referrals and cross-sell opportunities to increase wallet share.

- Ensure timely communication and proactive engagement across the client lifecycle.

- Prepare client briefs, review notes for ongoing reviews and meetings.

- Develop familiarity with our advisory tools, risk assessment frameworks, and planning models.

CRM, Process & Compliance

- Maintain rigorous CRM hygiene logging calls, meetings, follow-ups, pipelines, and conversion status.

- Track lead stages, outcomes, and conversion funnels accurately for reporting and performance reviews.

- Ensure seamless onboarding by coordinating documentation, KYC, and account setup.

- Learn and adhere to company protocols on ethical conduct and confidentiality.

- Adhere to companys internal processes and SEBI regulatory guidelines at all times.

Learning and Growth Pathway

- Participate in structured training on sales techniques, objection handling, negotiation, and advisory conversations.

- Build strong product knowledge across equity, debt, mutual funds, and financial planning tools.

- Work towards readiness to graduate into a Wealth Manager role over time.

- Progressively develop readiness to transition into a Wealth Manager role.

Ideal Candidate Profile:

- 3-5 years of experience in sales, client acquisition, relationship management, or financial services.

- Proven ability to close clients from inbound or warm leads (BFSI, fintech, wealth, insurance, or broking preferred).

- Strong consultative selling skills with comfort handling HNI / affluent client conversations.

- Hands-on experience with CRM tools (Salesforce, Zoho, HubSpot, or similar).

- Excellent communication, persuasion, and follow-up discipline.

- Analytical, target-driven, and process-oriented mindset.

- High attention to detail, client empathy, and process discipline.

- Passionate about personal finance and building a long-term career in wealth management.

- Good knowledge of Indian Equity & Debt markets and the products available in Indian financial markets.

Mandatory Requirement:

- The candidate should obtain certification of the NISM Mutual Fund Distribution Level VA exam within 6 months of joining the company.

What We Offer You

- A structured growth track within a high-performing advisory pod.

- On-the-job mentorship from experienced Wealth Managers.

- Exposure to real-world client engagement, financial planning, and advisory excellence.

- A purpose-driven culture that invests in people as much as portfolios.