Relationship Manager

Alankit; Chandigarh, Ahmedabad District; On-site; INR 600,000 - 1,000,000; Full time

Job summary

Alankit in Chandigarh is seeking an experienced professional to drive Mutual Fund sales and maintain client relationships. The ideal candidate will have a strong background in Stock Broking, Wealth Management, or Capital Markets and a proven track record in achieving revenue targets.

Key responsibilities include ensuring growth in Net AUM, acquiring new SIP registrations, and identifying cross-selling opportunities. An NISM certification will be preferred.

Qualifications

• Experience in Stock Broking, Wealth Management, or Capital Markets.
• Strong understanding of investment products and financial markets.
• Excellent communication, relationship management, and sales skills.

Responsibilities

• Drive Mutual Fund sales through Lumpsum investments and SIPs.
• Ensure consistent growth in Net AUM and acquire new SIP registrations.
• Build and maintain long-term client relationships through advisory services.

Skills

Stock Broking

Wealth Management

Investment Products

Sales Skills

Communication

Education

NISM certification

Job description

Key Responsibilities

• Drive Mutual Fund sales through Lumpsum investments and SIPs (Systematic Investment Plans)
• Ensure consistent growth in Net AUM (Assets Under Management)
• Acquire new SIP registrations and maintain existing investor relationships
• Generate revenue through PMS, AIF, Bonds, and other wealth products
• Conduct portfolio reviews aligned with clients financial goals
• Build and maintain long-term client relationships through advisory services
• Schedule and conduct client meetings for portfolio discussions and business growth
• Identify cross-selling and upselling opportunities within the client portfolio

Preferred Candidate Profile

• Experience in Stock Broking, Wealth Management, or Capital Markets.
• Strong understanding of investment products and financial markets
• Excellent communication, relationship management, and sales skills
• NISM certification preferred
• Ability to achieve revenue and AUM growth targets