Relationship Manager / Wealth Manager

Location: Malleswaram, Bengaluru

Experience: 4+ Years

Employment Type: Full-Time

About the Role:

We are seeking a dynamic and result-driven Relationship Manager / Wealth Manager to join our growing wealth management team.

The ideal candidate will be responsible for client acquisition, relationship management, portfolio advisory, and revenue generation across a diverse range of financial and investment products.

This role offers an excellent opportunity to work with a highly experienced team while delivering customized wealth management solutions to clients.

Key Responsibilities:

- Acquire and manage clients for a wide range of investment and financial products, including:

i. Mutual Funds

ii. Equities

iii. Life & Health Insurance

iv. Bonds

v. Corporate Deposits

vi. Portfolio Management Services (PMS)

vii. Alternative Investment Funds (AIF)

viii. Estate Planning Solutions

ix. Structured Products

x. Business Loans

xi. Unlisted Equity

- Build, nurture, and maintain long-term relationships with HNI and retail clients.

- Conduct regular portfolio reviews and provide suitable investment recommendations based on clients' financial goals and risk appetite.

- Convert qualified leads provided by the organization and generate additional business through self-sourcing and referrals.

- Appoint, guide, and manage Business Associates to expand business opportunities and market reach.

- Achieve defined business, revenue, and client acquisition targets.

- Deliver comprehensive wealth management, financial planning, and investment advisory services.

- Stay updated with market trends, investment products, and regulatory developments.

Desired Candidate Profile:

- Minimum 4 years of experience in client acquisition, relationship management, and sales of wealth management products.

- Strong experience in Mutual Funds and Wealth Management solutions is mandatory.

- Proven track record of acquiring and servicing HNI and retail clients.

- Existing client network and relationship management expertise will be an added advantage.

- Strong communication, negotiation, and interpersonal skills.

- Proficiency in English and client-facing communication.

- Self-motivated, target-driven, and relationship-focused professional.

Educational Qualification:

- Graduate in any discipline.

Products Offered:

- Equities

- Mutual Funds

- Life & General Insurance

- PMS (Portfolio Management Services)

- AIF (Alternative Investment Funds)

- Bonds

- Company Deposits

- Structured Products

- Business Loans

- Unlisted Equity

Services Offered:

- Wealth Management

- Financial Planning

- Retirement Planning

- Equity Advisory

- Investment & Insurance Portfolio Restructuring

- Business Banking Solutions

- Venture Capital Advisory

- Succession & Estate Planning

What We Offer:

- Mentorship and support from a highly experienced wealth management team.

- Advanced mobile and web-based platforms for transaction execution, portfolio tracking, and reporting.

- Continuous learning, training, and professional development opportunities.

- Access to a comprehensive suite of financial products and advisory solutions.

- A collaborative environment focused on client success and professional growth.

If you are passionate about helping clients achieve their financial goals and have a strong background in wealth management, we would love to hear from you