Relationship Manager - Wealth Management

Client Acquisition & Relationship Management:

- Acquire new clients from open-market sourcing.

- Manage the client book across retail, mass affluent, and emerging HNI segments.

- Act as a trusted wealth advisor.

Product-Led Wealth Advisory:

- Understand client goals, risk appetite, time horizon, and liquidity needs.

- Recommend and distribute a diversified product suite, including Mutual Funds, PMS, AIF, Bonds, Insurance, and structured products.

- Drive asset allocation-based conversations.

AUM Building & Wallet Share Expansion:

- Own net new AUM targets for the client book.

- Increase product penetration and average AUM per client.

- Convert idle cash and trading-only clients into long-term investment products.

- Focus on recurring AUM rather than one-time transactions.

Client Engagement & Retention:

- Conduct periodic portfolio reviews and goal-tracking discussions.

- Proactively engage clients during market volatility to prevent churn.

- Ensure high service standards and timely resolution of client queries.

- Build long-term stickiness through consistent advisory touchpoints.

Monitoring & Reporting:

- Maintain daily and weekly reports on client acquisition, product sales, and revenue generation.

Key Requirements:

- Education: Graduate in any discipline.

- Experience: 6 - 8 years of experience in Wealth Management, Private Banking, Investment Advisory, or BFSI Sales.

Skills & Competencies:

- Strong understanding of wealth products: MF, PMS, AIF, Bonds, Insurance.

- Basic knowledge of asset allocation and portfolio construction.

- Consultative selling mindset with strong relationship-building and communication skills.