Relationship Manager / Dealer - Raipur

Share India Securities; Raipur; On-site; INR 600,000 - 1,000,000; Full time

Job summary

Share India Securities in Raipur seeks a Relationship Manager for Equity & Wealth Management to acquire and manage HNI/UHNI clients and build lasting relationships. The role focuses on growing AUM across equity, mutual funds, PMS, AIFs, and other wealth products.

You will identify client needs, offer tailored investment solutions, and coordinate with research and operations to ensure superior service and steady portfolio growth.

Qualifications

• 2-8 years of experience in Wealth Management, Private Banking, Broking or Financial Services.
• Strong client acquisition and relationship management.
• Good understanding of Equity and Wealth Management products.
• 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

Client acquisition

Relationship management

Communication skills

Equity products

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.