Relationship Manager / Dealer - Varanasi

Share India Securities; Varanasi; On-site; INR 600,000 - 1,200,000; Full time

Job summary

Share India Securities is hiring Relationship Manager Equity & Wealth Management to acquire and manage HNI/UHNI clients, building long-term relationships while driving business across equity, mutual funds, PMS, AIFs, bonds and other wealth products.

You will generate leads, tailor investment solutions, manage portfolios, and strive to meet AUM and revenue targets while staying updated on market trends and regulatory requirements.

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

Client acquisition

Relationship management

Communication skills

Equity & wealth products knowledge

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.