Relationship Manager / Dealer - Nagpur

Share India Securities; Nagpur District; On-site; INR 900,000 - 1,400,000; Full time

Job summary

Share India Securities is seeking a Relationship Manager for Equity & Wealth Management to acquire and grow an HNI/UHNI client base and manage portfolios with a focus on equity, mutual funds, PMS, AIFs, and related wealth products.

The role emphasizes building long-term client relationships, achieving AUM/revenue targets, and staying updated on market trends and regulatory requirements.

Qualifications

• Experience in wealth management, private banking, broking or financial services.
• Strong client acquisition and relationship management abilities.
• Good understanding of equity and wealth management products.

Responsibilities

• Acquire and manage HNI/UHNI clients and build long-term relationships.
• Drive business through equity, mutual funds, PMS, AIFs, bonds/NCDs, insurance and wealth products.
• Generate new leads through referrals, networking and market outreach.
• Understand client investment needs and provide tailored investment solutions.
• Manage client portfolio, engage regularly and achieve AUM/revenue targets.
• Stay updated on market trends, products and regulatory requirements.
• Coordinate with research, operations and product teams for seamless servicing.

Skills

Wealth management

Client acquisition

Relationship management

Communication skills

Equity investments

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.