Relationship Manager

Designation : Relationship Manager

Experience: 0 - 5 Years | Department: Wealth Management

About Alankit

Alankit is a diversified business group with a strong presence in Financial Services, Technology and Digital Solutions, focused on customer excellence, innovation and sustainable growth.

Key Skills: Wealth Management | Mutual Funds | SIP | AUM | PMS | AIF | Bonds | NCD | Client Relationship | Sales

Key Responsibilities

• Build and maintain strong client relationships.
• Acquire new clients and understand their financial and investment needs.
• Drive business through Mutual Funds, SIPs and Lumpsum investments.
• Manage client portfolios and support AUM growth.
• Offer suitable investment solutions across PMS, AIF, Bonds and NCDs.
• Conduct regular client meetings and portfolio reviews.
• Provide timely and quality client servicing and investment support.
• Identify relevant cross-selling and business opportunities.
• Maintain regular client engagement and follow-ups.
• Achieve assigned sales, AUM and revenue objectives.