Relationship Manager

Alankit Limited is looking for an experienced and result-oriented Branch Manager to lead and expand its Wealth Management business. The ideal candidate will be responsible for driving branch profitability, managing a team of Relationship Managers, acquiring high-value clients, and achieving business targets across wealth products. The role requires strong leadership, business development capabilities, and expertise in investment advisory.

Key Responsibilities

* Lead and manage the overall branch operations to achieve business and revenue targets.

* Drive branch growth through acquisition of HNI/UHNI and retail clients.

* Build and grow the branch's Net Assets Under Management (AUM).

* Drive Mutual Fund sales through Lumpsum investments and SIPs (Systematic Investment Plans).

* Ensure achievement of branch targets across Mutual Funds, PMS, AIF, Bonds, Insurance, Fixed Income Products, and other wealth products.

* Recruit, mentor, and manage Relationship Managers and other sales team members.

* Develop and execute branch-level business strategies to increase market penetration and revenue.

* Conduct regular portfolio reviews and provide customized investment solutions based on clients' financial goals.

* Build long-term relationships with HNI and affluent clients through quality advisory services.

* Schedule and conduct client meetings to strengthen relationships and generate new business opportunities.

* Identify cross-selling and upselling opportunities across the existing client base.

* Maintain strong coordination with internal departments for seamless client servicing and business execution.

* Analyze branch performance, prepare MIS reports, and present business updates to senior management.