Wealth Relationship Manager

client acquisition, asset gathering (MFs, PMS, AIFs, FDs), and growing AUM/SIPs

• Client Acquisition & Growth:

   Acquire new clients and reactivate inactive ones; achieve targets for new client activation and assets.

• Asset Gathering:

   Collect assets for various products like Mutual Funds (MFs), Portfolio Management Services (PMS), Alternative Investment Funds (AIFs), Corporate FDs, etc.

• AUM & SIP Growth:

   Increase overall Assets Under Management (AUM) and build the client's SIP book.

• Client Servicing:

   Regular client meetings (2-3/day), ensuring high service levels, and connecting with mapped clients to boost revenue.

• Product Sales:

   Drive business by cross-selling wealth management products.

• Market Insight:

   Advise clients on market conditions. 

Key Skills & Qualifications

• NISM Certification:

   Mandatory NISM Series 5 (Mutual Funds) or NISM Series VIII (Equity Derivatives) for equity roles.

• Sales Acumen:

   Go-getter attitude, self-motivated, strong interpersonal and communication skills.

• Product Knowledge:

   Understanding of MFs, PMS, AIF, Equity, Derivatives, etc.

• Relationship Building:

   Ability to build strong customer relationships. 

Typical Profile

• Role:

   Investment Portfolio Advisor, Wealth Manager.

• Focus:

   Driving client-specific wealth creation through a broad product basket.

• Environment:

   Full-time, permanent role with performance-based incentives.