Relationship Manager / Dealer - Dehradun

Share India Securities; Dehradun; On-site; INR 800,000 - 2,000,000; Full time

Job summary

Share India Securities in Dehradun, India is seeking a Relationship Manager for Equity & Wealth Management to acquire and manage HNI/UHNI clients and deliver tailored investment solutions across Equity, Mutual Funds, PMS, AIFs, Bonds/NCDs and Insurance.

Ideal candidates will have 2-8 years in wealth management or related fields, strong networking and relationship skills, and a solid understanding of equity and wealth products. NISM certifications are preferred to enhance credentialing.

Qualifications

• 2-8 years of experience in Wealth Management, Private Banking, Broking or Financial Services.
• Strong client acquisition, relationship management and communication skills.
• Good understanding of Equity and Wealth Management products.
• Existing HNI/UHNI client network/AUM will be an advantage.
• Relevant NISM certifications preferred.

Responsibilities

• Acquire and manage HNI/UHNI clients and build long-term relationships.
• Drive business through Equity, Mutual Funds, PMS, AIFs, Bonds/NCDs, Insurance and other wealth products.
• Generate new leads through referrals, networking and market outreach.
• Understand client investment needs and provide tailored investment solutions.
• Manage client portfolio, ensure regular engagement and achieve AUM/revenue targets.
• Stay updated on market trends, investment products and regulatory requirements.
• Coordinate with research, operations and product teams for seamless client servicing.

Skills

Wealth management knowledge

Client acquisition

Relationship management

Communication skills

Equity product knowledge

Education

NISM certifications

Job description

Relationship Manager Equity & Wealth Management

Key Responsibilities:

• Acquire and manage HNI/UHNI clients and build long-term relationships.
• Drive business through Equity, Mutual Funds, PMS, AIFs, Bonds/NCDs, Insurance and other wealth products.
• Generate new leads through referrals, networking and market outreach.
• Understand client investment needs and provide tailored investment solutions.
• Manage client portfolio, ensure regular engagement and achieve AUM/revenue targets.
• Stay updated on market trends, investment products and regulatory requirements.
• Coordinate with research, operations and product teams for seamless client servicing.

Key Skills & Requirements:

• 2-8 years of experience in Wealth Management, Private Banking, Broking or Financial Services.
• Strong client acquisition, relationship management and communication skills.
• Good understanding of Equity and Wealth Management products.
• Existing HNI/UHNI client network/AUM will be an advantage.
• Relevant NISM certifications preferred.