Relationship Manager - Wealth Management

Company Overview:

Sharekhan Limited is one of India's leading retail brokerage firms, providing a comprehensive suite of financial services including equity, derivatives, mutual funds, and portfolio management services. As a subsidiary of BNP Paribas, the company leverages global expertise to offer robust investment platforms and research-backed advisory to millions of retail and institutional clients. With a pan-India presence and a strong digital-first approach, Sharekhan empowers investors to navigate complex capital markets with precision and confidence.

Role Overview:

As a Relationship Manager in the Wealth Management division, you will serve as the primary point of contact for high-net-worth individuals, managing their investment portfolios and financial goals. You will work closely with internal research and product teams to deliver tailored investment strategies that align with client risk profiles. This role is pivotal in driving the firm's growth by deepening existing client relationships and identifying new opportunities within the wealth management space, ultimately ensuring long-term asset retention and portfolio growth.

Key Responsibilities:

- Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time.

- Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book.

- Create an incremental SIP Book.

- Will be responsible for achieving New Business development targets by reactivating / activating new clients.

- Ensure all clients are met on a regular basis.

Required Skillset:

- 3 - 6 years of experience in wealth management, with knowledge of investments, financial markets, and portfolio management.

- Strong analytical and communication skills to explain financial information clearly to clients.

- Good relationship management skills with the ability to build and maintain client relationships.

- Proven track record of achieving sales and revenue targets in the financial services industry.

- Graduate/Postgraduate in Finance, Business Administration, or a related field. NISM certificates will be an added advantage.

- Comfortable working on-site and meeting clients regularly while collaborating with team members.