Wealth Relationship Manager

Wealth Relationship Manager

Bangalore · Work From Office · Full-Time

Location: Bangalore

Work Mode: Work From Office

Experience: 2–4 Years

Role Type: AUM Acquisition

About Liquide

Liquide Wealth is a SEBI Registered Investment Advisor (INA000018762) managing over 2000 Cr in client assets. We offer institutional-grade, actively managed equity strategies to HNI investors with zero commissions, zero lock-ins, and zero profit sharing. We are now building a high-performance acquisition team to help us scale.

About the Role

This is a pure client acquisition role. You will work the phones with a steady pipeline of warm, qualified leads that we generate for you. Your job is to convert those leads into paying clients and grow Assets Under Management for Liquide Wealth.

If you love talking about markets, understand investments deeply, and have the hunger to close deals, this role is built for you.

What You Will Do01 Client Acquisition

• Engage with warm inbound leads over calls and convert them into active, fee-paying clients
• Conduct discovery calls to understand prospect goals, risk appetite, and investment experience
• Own the full sales cycle from first contact to successful onboarding

02 Product Pitching

• Articulate the value of our equity baskets, portfolio intelligence, and wealth management services
• Explain why Liquide Wealth is a superior alternative to mutual funds, PMS, and traditional advisors
• Stay deeply familiar with product performance and competitive differentiation

03 AUM Growth

• Meet monthly and quarterly targets for new client onboarding and AUM addition
• Identify opportunities to deepen client wallet share through additional deployments
• Maintain strong follow-up discipline and a structured pipeline

04 Relationship Ownership

• Serve as the dedicated point of contact for clients investing above a defined tier
• Coordinate with the advisory team to ensure a smooth onboarding experience
• Maintain accurate records of all client interactions and deal stages

What We Are Looking ForExperience

• 2 to 4 years in financial services sales, wealth management, broking, PMS distribution, or investment advisory
• Demonstrated ability to close financial products consultatively

Skills

• Strong understanding of equity markets, mutual funds, and investment products
• Excellent verbal communication in English and Hindi
• Disciplined follow-up habits and strong pipeline management
• High energy, target-oriented, and self-motivated

Qualifications

• Bachelor's degree in Finance, Economics, or a related field
• NISM Series X-A and X-B (Investment Adviser): Preferred
• Any additional SEBI or AMFI certification is an advantage

What Makes This Role Different

Warm Leads Provided

No cold calling from scratch. We bring you qualified prospects.

Superior Product

Sell a genuinely differentiated offering backed by real performance data.

Zero Conflicts

No commissions or profit sharing. Clients trust us, and that makes your job easier.

High Upside

Competitive fixed salary with a generous AUM-linked performance incentive.

This role does not involve giving investment advice. All advisory is handled by our licensed advisory team.

The role may occasionally require working on weekends based on business requirements, with prior notice wherever possible. Wealth RM Job Description