Relationship Manager

Alankit; New Delhi; On-site; INR 900,000 - 1,500,000; Full time

Job summary

Alankit Limited in Delhi seeks a Relationship Manager to drive mutual fund sales, grow AUM, and build long-term client relationships with affluent investors.

The role spans SIPs, lumpsums, PMS, AIF, bonds, and other wealth products, with portfolio reviews and proactive guidance for achieving client goals. Strong communication and sales skills are essential, and NISM certification is preferred.

Qualifications

• 4 - 9+ years of experience in wealth management, mutual funds, banking, broking, or financial services.

Responsibilities

• Drive mutual fund sales through SIP and lumpsum investments.
• Grow Net AUM and achieve revenue targets.
• Acquire new clients and manage existing investor relationships.
• Generate business through PMS, AIF, bonds, and other wealth products.
• Conduct portfolio reviews based on clients' financial goals.
• Provide investment guidance and build long-term client relationships.
• Conduct regular client meetings and follow-ups.
• Identify cross-selling and upselling opportunities.

Skills

Client acquisition

Relationship management

Sales skills

Communication skills

Presentation skills

Education

NISM Certification

Job description

Job Title: Relationship Manager

Company: Alankit Limited

Department: Wealth Management

Address : Alankit House, 4E/2, Jhandewalan Extension, New Delhi 110055

Key Responsibilities

• * Drive Mutual Fund sales through SIP and Lumpsum investments.
• * Grow Net AUM and achieve revenue targets.
• * Acquire new clients and manage existing investor relationships.
• * Generate business through PMS, AIF, Bonds, and other wealth products.
• * Conduct portfolio reviews based on clients financial goals.
• * Provide investment guidance and build long-term client relationships.
• * Conduct regular client meetings and follow-ups.
• * Identify cross-selling and upselling opportunities.

Preferred Candidate Profile

• * 4 - 9+ years of experience in Wealth Management, Mutual Funds, Banking, Broking, or Financial Services.
• * Strong knowledge of Mutual Funds, PMS, AIF, Bonds, and financial markets.
• * Strong client acquisition, relationship management, and sales skills.
• * Good communication and presentation skills.
• * NISM Certification preferred.
• * Proven track record of achieving AUM and revenue targets.