Relationship Manager

Job Summary We are seeking a dynamic and results-driven Relationship Wealth Manager to build and grow relationships with HNI and affluent clients. The role involves client acquisition, portfolio advisory, and revenue generation through a wide range of wealth management products, including mutual funds, insurance, PMS, AIF, and equity investments. Key Responsibilities ● Client Acquisition & Business Development ● Acquire new clients through networking, referrals, and market outreach ● Build and expand Assets Under Management (AUM) ● Achieve monthly and annual sales targets across wealth products Product Advisory Recommend and cross-sell suitable financial products, including: ● Mutual Funds ● Insurance ● PMS / AIF ● Equity & Derivatives ● Fixed Income Products Candidate Requirements Education ● Graduate/Postgraduate in Finance, Business, Commerce, or a related field ● NISM certification preferred Skills ● Strong client acquisition and networking abilities ● Sound knowledge of financial markets and investment products ● Strong sales and negotiation capabilities Preferred Background ● Experience handling HNI or Ultra HNI clients ● Existing client network in the Ahmedabad/Gujarat market ● Experience in mutual fund distribution, insurance, or equity advisory Compensation ● Fixed Salary + Attractive Incentives + Performance Bonus ● Unlimited earning potential with no cap on incentives for high performers