Relationship Manager

Alankit; Nashik District; On-site; INR 600,000 - 900,000; Full time

Job summary

Alankit seeks an experienced Wealth Management professional in Nashik to drive mutual fund sales through lump-sum and SIP investments. You will grow Net AUM, acquire new clients, and generate business across wealth products while strengthening long-term relationships.

The role requires strong knowledge of investment products, excellent communication and sales skills, and a target-driven mindset with a focus on delivering revenue and AUM growth.

Qualifications

• Experience in Wealth Management, Mutual Funds, Banking, Broking, or Financial Services.
• Strong knowledge of investment products and financial markets.
• Excellent communication, sales, and relationship management skills.
• NISM certification preferred.
• Target-oriented with a proven ability to generate AUM and revenue.

Responsibilities

• Drive Mutual Fund sales through Lump-sum and SIP investments.
• Grow Net AUM and acquire new clients.
• Generate business through PMS, AIF, Bonds, and other wealth products.
• Manage and strengthen long-term client relationships.
• Conduct portfolio reviews and provide suitable investment solutions.
• Identify cross-selling and upselling opportunities.
• Achieve assigned AUM, revenue, SIP, and client acquisition targets.

Skills

Wealth management

Mutual funds

Sales skills

Relationship management

Communication skills

Education

NISM certification

Job description

Job Responsibilities

• Drive Mutual Fund sales through Lumpsum and SIP investments.
• Grow Net AUM and acquire new clients.
• Generate business through PMS, AIF, Bonds, and other wealth products.
• Manage and strengthen long-term client relationships.
• Conduct portfolio reviews and provide suitable investment solutions.
• Identify cross-selling and upselling opportunities.
• Achieve assigned AUM, revenue, SIP, and client acquisition targets.

Candidate Profile

• Experience in Wealth Management, Mutual Funds, Banking, Broking, or Financial Services.
• Strong knowledge of investment products and financial markets.
• Excellent communication, sales, and relationship management skills.
• NISM certification preferred.
• Target-oriented with a proven ability to generate AUM and revenue.