Relationship Manager

Worldotalent; Surat, Vadodara, Rajkot; On-site; INR 900,000 - 1,300,000; Full time

Job summary

Worldotalent in Surat, India seeks a Wealth Advisor to drive client acquisition and revenue growth. You will pitch mutual funds, PMS, and wealth products aligned to client risk profiles and conduct periodic financial planning for mapped clients.

You will also service clients through regular calls and asset reviews while aiming to meet monthly and yearly sales and AUM targets, contributing to overall portfolio growth.

Qualifications

• Experience in acquiring retail and HNI clients.
• Ability to pitch mutual funds and wealth products.
• Experience servicing mapped clients and performing financial reviews.

Responsibilities

• Find new retail and HNI clients through direct outreach and referrals.
• Sell mutual funds, PMS, and wealth products based on risk profiles.
• Service mapped clients via calls, reviews, and financial planning.
• Meet monthly and annual sales, revenue, and AUM targets.

Skills

Client Acquisition

Product Pitching

Portfolio Management

Target Achievement

Job description

Role & responsibilities

• Client Acquisition: Find new retail and High Net Worth (HNI) clients through direct outreach, market networking, and referrals.
• Product Pitching: Sell mutual funds, PMS, and other wealth products based on customer risk profiles.
• Portfolio Management: Service mapped clients via regular calls, asset allocation reviews, and financial planning.
• Target Achievement: Meet monthly and annual sales, revenue, and AUM growth targets