Relationship Manager

Alankit; Hyderabad; On-site; INR 900,000 - 1,300,000; Full time

Job summary

Alankit Wealth Management is seeking a professional to drive mutual fund gross mobilization, including fresh sales through lumpsum investments and SIPs, while ensuring consistent Net AUM growth.

You will acquire and maintain SIP registrations, generate revenue via PMS, AIF, and bonds, conduct periodic portfolio reviews, focus on client retention, and lead client review meetings to strengthen relationships.

Responsibilities

• Drive Mutual Fund gross mobilization, including fresh sales through Lumpsum investments and SIPs (Systematic Investment Plans)
• Ensure consistent Net AUM (Assets Under Management) growth
• Acquire and maintain new SIP registrations
• Generate revenue through PMS (Portfolio Management Services), AIF (Alternative Investment Funds), and Bonds
• Conduct periodic portfolio reviews to align investments with client goals
• Focus on client retention by delivering high-quality advisory services
• Schedule and lead client review meetings to strengthen relationships and identify new opportunities
• Experience in PMS / AIF / Bonds Revenue /NCD/Loans

Job description

Role & responsibilities

Department - Wealth Management KRA

• Drive Mutual Fund gross mobilization, including fresh sales through Lumpsum investments and SIPs (Systematic Investment Plans)
• Ensure consistent Net AUM (Assets Under Management) growth
• Acquire and maintain new SIP registrations
• Generate revenue through PMS (Portfolio Management Services), AIF (Alternative Investment Funds), and Bonds
• Conduct periodic portfolio reviews to align investments with client goals
• Focus on client retention by delivering high-quality advisory services
• Schedule and lead client review meetings to strengthen relationships and identify new opportunities
• Experience in PMS / AIF / Bonds Revenue /NCD/Loans