Relationship Manager

Trustner Asset Services; Morabadi maidan; Hybrid; INR 600,000 - 1,000,000; Full time

Benefits offered by this job

Fixed Salary + Incentives

TA (Travel Allowance)

Medical

Training on PMS/MF

Career Growth: RM to Branch Manager

Job summary

Trustner Asset Services is seeking a sales-focused Wealth Manager to acquire HNI clients, sell PMS, MF and related products, and manage client portfolios.

You will drive revenue, conduct portfolio reviews, and maintain compliance with SEBI norms. The role requires 1+ year experience in PMS/Mutual Funds/Wealth products, NISM VA certification, and strong English/Hindi communication. A bike and smartphone are preferred for field work.

Qualifications

• Graduate / MBA (Finance/Marketing preferred).
• 1+ years in PMS / Mutual Fund / Life Insurance / Banking / Wealth / Stock Broking Sales is mandatory.
• Knowledge of Capital Markets, MF is mandatory.
• NISM VA (Mutual Fund) certification is required.
• Excellent communication—English & Hindi.

Responsibilities

• Sales & business development: Acquire new HNI clients (50L+ investable surplus) and sell PMS, MF, Insurance, AIF, Demat to meet AUM and revenue targets.
• Relationship management: Manage client portfolios, retain clients, cross-sell, and conduct regular meetings (F2F & virtual).
• Compliance & process: Complete KYC, risk profiling, maintain CRM, and produce daily sales reports.

Job description

Role & responsibilities

To acquire and manage HNI / Affluent clients and sell investment products (PMS, MF, Insurance, PMS) to achieve AUM and revenue targets.

Key Responsibilities:

• 1. Sales & Business Development: Acquire new HNI clients (50L+ investable surplus) through references, field networking, and leads provided by company. Sell PMS (50L ticket), Mutual Funds, AIF, Insurance, Demat. Achieve monthly AUM and Revenue targets. Conduct portfolio reviews and explain products.
• 2. Relationship Management: Manage existing client portfolio, retention and cross-sell Build long-term relationships, handle client queries. Do regular client meetings (F2F & virtual)
• 3. Compliance & Process: Complete KYC, risk profiling, documentation as per SEBI / APMI norms. Ensure ethical selling and Code of Conduct. Maintain CRM and daily sales reports.

Preferred candidate profile

Graduate / MBA (Finance/Marketing preferred)

Must Have: 1+ Years in PMS / Mutual Fund / Life Insurance / Banking / Wealth / Stock Broking Sales Knowledge of Capital Markets, MF, is mandatory.

NISM Certifications: NISM VA (Mutual Fund)

Excellent communication - English, Hindi

Own bike + smartphone preferred

What We Offer:

• Fixed Salary + Incentives + TA + Medical
• Complete Training on PMS, MF & Wealth Products
• Fast Career Growth: RM > Sr. RM > Team Leader > Branch Manager APMI / NISM Certification

support Ideal Candidate:

Hunger for sales, good with people, presentable, ethical, and wants to build a career in Wealth Management, not just a job.