Relationship Manager Direct Investments

Shanti Educational Initiatives; Ahmedabad District; On-site; INR 540,000 - 660,000; Full time

Job summary

Shanti Educational Initiatives is seeking a result‑oriented Relationship Manager Direct Investments in Ahmedabad to acquire HNI clients, build long‑term investor relationships, and drive investment inflows into the firm’s products. You will leverage your hands‑on experience in investment sales and client acquisition to convert leads into investments.

The ideal candidate will have a proven track record in wealth management and strong negotiation, communication, and relationship skills, with

Qualifications

• 23 years of relevant experience in investment sales, wealth management, stockbroking, mutual fund sales, or financial product distribution.
• Proven experience in acquiring clients and generating actual investments.
• Strong relationship‑building, communication, negotiation, and sales skills.
• AMFI/NISM certification preferred, as applicable to the role.

Responsibilities

• Identify, approach, and acquire HNI/UHNI clients for investment opportunities.
• Generate leads through networking, referrals, market outreach, and existing professional contacts.
• Conduct face‑to‑face meetings with prospective investors to understand their financial goals and investment requirements.
• Present investment products, fund strategies, potential returns, and associated risks to prospective clients.
• Convert qualified prospects into investors and achieve assigned investment mobilisation targets.
• Build and maintain long‑term relationships with existing and prospective investors.
• Manage client follow‑ups, investor queries, portfolio updates, and relationship servicing.
• Coordinate investor onboarding, KYC documentation, and subscription formalities with internal teams.
• Maintain a pipeline of prospective investors and regularly track sales performance and investment inflows.

Skills

Relationship building

Communication

Negotiation

Sales skills

Education

AMFI/NISM certification preferred

Job description

Hiring Relationship Manager Direct Investments

Industry: Financial Services / Wealth Management
Location: Ahmedabad, Gujarat
Experience: 23 Years

Compensation: Fixed Salary starting at 6 LPA + Attractive Performance-Linked Incentives

About the Role

We are looking for a result-oriented Relationship Manager Direct Investments for a leading investment management firm. The candidate will be responsible for acquiring High-Net-Worth Individual (HNI) clients, building long-term investor relationships, and generating investment inflows into the firm's investment products.

The ideal candidate should have hands‑on experience in investment sales, client acquisition, and converting prospective investors into actual investments.

Key Responsibilities

• Identify, approach, and acquire HNI/UHNI clients for investment opportunities.
• Generate leads through networking, referrals, market outreach, and existing professional contacts.
• Conduct face‑to‑face meetings with prospective investors to understand their financial goals and investment requirements.
• Present investment products, fund strategies, potential returns, and associated risks to prospective clients.
• Convert qualified prospects into investors and achieve assigned investment mobilisation targets.
• Build and maintain long‑term relationships with existing and prospective investors.
• Manage client follow‑ups, investor queries, portfolio updates, and relationship servicing.
• Coordinate investor onboarding, KYC documentation, and subscription formalities with internal teams.
• Maintain a pipeline of prospective investors and regularly track sales performance and investment inflows.

Candidate Requirements

• 23 years of relevant experience in investment sales, wealth management, stockbroking, mutual fund sales, or financial product distribution.
• Proven experience in acquiring clients and generating actual investments.
• Strong relationship‑building, communication, negotiation, and sales skills.
• Ability to meet clients personally, develop trust, and convert leads into business.
• Good understanding of financial markets, investment products, mutual funds, equities, or wealth management.
• Existing relationships with HNI clients will be an added advantage.
• AMFI/NISM certification preferred, as applicable to the role.

Preferred Candidate Background

Candidates currently working in stockbroking firms, securities companies, mutual fund distribution, wealth management, private client groups, or investment sales roles are encouraged to apply.

Important Selection Criteria

We are specifically looking for candidates who have personally acquired investment clients and generated investment inflows.

Candidates with experience limited to trading operations, back‑office activities, customer support, or portfolio servicing without investment sales exposure may not be suitable.

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