Relationship Manager

Alankit; Navi Mumbai; On-site; INR 700,000 - 1,100,000; Full time

Job summary

Alankit in Navi Mumbai seeks a Wealth Manager to drive mutual fund sales through lumpsum and SIP investments, grow net AUM and acquire new clients.

You will generate business through PMS, AIF, bonds and other wealth products, manage long-term relationships, conduct portfolio reviews and provide investment solutions.

The role requires strong knowledge of investment products, excellent communication and sales skills, and a target-driven mindset with proven ability to deliver AUM and revenue.

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 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.

Skills

Wealth Management

Mutual Funds

Sales

Client Relationship

Education

NISM certification preferred

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.