Relationship Manager

Alankit; Bareilly; On-site; INR 1,800,000 - 2,800,000; Full time

Job summary

Alankit Limited is seeking an experienced Branch Manager to lead and expand its Wealth Management business in a high-growth environment. You will drive profitability, supervise Relationship Managers, and secure new business with HNI/UHNI and retail clients.

The role requires strong leadership, business development, and expertise in investment advisory to deliver comprehensive wealth solutions and meet revenue targets.

Qualifications

• Leadership and people management experience at branch level.
• Proven ability to acquire high-value clients (HNI/UHNI).
• Strong understanding of wealth products and advisory services.

Responsibilities

• Lead branch operations to meet business and revenue targets.
• Drive growth by acquiring HNI/UHNI and retail clients.
• Grow the branch's Net Assets Under Management (AUM).
• Promote Mutual Fund sales including lumpsum and SIPs.
• Ensure targets across MF, PMS, AIF, bonds, insurance, and fixed income products.
• Recruit, mentor, and manage Relationship Managers and sales staff.
• Develop branch strategies for market penetration and revenue growth.
• Conduct portfolio reviews and provide tailored investment solutions.

Skills

Leadership

Client acquisition

Wealth management

Relationship management

Sales management

Job description

Alankit Limited is looking for an experienced and result-oriented Branch Manager to lead and expand its Wealth Management business. The ideal candidate will be responsible for driving branch profitability, managing a team of Relationship Managers, acquiring high-value clients, and achieving business targets across wealth products. The role requires strong leadership, business development capabilities, and expertise in investment advisory.

Key Responsibilities

• Lead and manage the overall branch operations to achieve business and revenue targets.
• Drive branch growth through acquisition of HNI/UHNI and retail clients.
• Build and grow the branch's Net Assets Under Management (AUM).
• Drive Mutual Fund sales through Lumpsum investments and SIPs (Systematic Investment Plans).
• Ensure achievement of branch targets across Mutual Funds, PMS, AIF, Bonds, Insurance, Fixed Income Products, and other wealth products.
• Recruit, mentor, and manage Relationship Managers and other sales team members.
• Develop and execute branch-level business strategies to increase market penetration and revenue.
• Conduct regular portfolio reviews and provide customized investment solutions based on clients' financial goals.
• Build long-term relationships with HNI and affluent clients through quality advisory services.
• Schedule and conduct client meetings to strengthen relationships and generate new business opportunities.
• Identify cross-selling and upselling opportunities across the existing client base.
• Maintain strong coordination with internal departments for seamless client servicing and business execution.
• Analyze branch performance, prepare MIS reports, and present business updates to senior management.