Relationship Manager

Designatin: Relationship Manager

Company: Alankit Limited

Department: Wealth Management

Location: Remote - Indore, Madhya Pradesh

Key Responsibilities

• Drive Mutual Fund sales through SIP & Lumpsum investments.
• Grow AUM and achieve revenue/business targets.
• Acquire new clients and manage existing relationships.
• Generate business through PMS, AIF, Bonds & other wealth products.
• Conduct portfolio reviews and provide investment guidance.
• Drive client engagement, cross-selling & upselling.

Preferred Candidate Profile

• 4 - 9+ years in Wealth Management, Mutual Funds, Banking, Broking or Financial Services.
• Strong knowledge of Mutual Funds, PMS, AIF, Bonds & financial markets.
• Proven track record in client acquisition, AUM & revenue generation.
• Excellent communication and relationship management skills.
• NISM Certification preferred.
• Candidates based in Indore, Madhya Pradesh will be preferred.