Walk-in || Relationship Manager- Wealth Management

Wealth Manager

Job Summary
We are looking for a client-focused Wealth Manager to manage existing clients, acquire new clients, and grow AUM and revenue by providing suitable investment solutions.

Key Responsibilities

• Acquire new clients and build long-term relationships.
• Manage and grow existing client portfolios.
• Understand clients financial goals, risk profiles, and investment needs.
• Recommend suitable products such as Equities, Mutual Funds, Bonds, Insurance, PMS, AIFs, etc.
• Generate business through referrals, networking, and market outreach.
• Achieve AUM, revenue, and business targets.
• Cross-sell/up-sell relevant financial products.
• Handle HNI, affluent, retail, and corporate clients.
• Review portfolios and provide regular market/investment updates.
• Ensure quality client service, timely transactions, and regulatory compliance.

Candidate Profile

• Graduate/Postgraduate in Finance, Business, Economics, or a related field.
• 2 – 7 years of experience in Wealth Management, Relationship Management, Investment Advisory, or Client Acquisition.
• Strong knowledge of capital markets and investment products.
• Proven track record in achieving sales, revenue, or AUM targets.
• Excellent communication, negotiation, presentation, and relationship-management skills.
• NISM certification preferred.
• Experience handling HNI/Affluent clients will be an advantage.

Key Skills

Wealth Management | Client Acquisition | HNI Client Handling | Relationship Management | Portfolio Management | AUM Growth | Revenue Generation | Capital Markets | Mutual Funds | Stock Broking | Investment Products | NISM

Role: Wealth Manager
Industry: Financial Services / BFSI
Department: Investments & Trading
Employment Type: Full Time, Permanent
Role Category: Asset & Wealth Management