Relationship Manager/Sr. Relationship Manager/Wealth Manager

Quantum Asset Management; Bengaluru; On-site; INR 600,000 - 1,000,000; Full time

Job summary

Quantum Asset Management in Bengaluru/Gurugram is seeking a Relationship Manager / Sr. Relationship Manager / Wealth Manager to expand the client and distributor base in the BFSI space.

The role targets 3–12 years of experience and involves engaging MF distributors, direct clients, and new leads to generate business. Responsibilities include achieving sales targets across inflows and SIPs, maintaining client contacts, and coordinating with departments for post-sales service.

Qualifications

• Graduate with NISM Certification mandatory.
• Excellent communication skills required.
• Experience in BFSI sales/distribution advantageous.

Responsibilities

• Build strong relationships with MF distributors.
• Acquire new clients and meet sales targets.
• Engage existing direct clients and leads for business generation.
• Promote schemes to premiere distribution clients.
• Coordinate post-sales support and paperwork.

Skills

Communication

Lead conversion

Education

Graduate

NISM Certification

Tools

MS Office

Job description

Job Summary

Relationship Manager/Sr. Relationship Manager/Wealth Manager

3 - 12 years

Pune / Bangalore/ Nagpur / Hyderabad / Chennai

IT Skills: MS Office

Roles and Responsibilities:

• Build strong relationships with MF distributors.
• Building relationship with the existing direct clients and leads for business generation.
• Acquiring new clients for the company through own references and leads provided by the company.
• Meeting Sales targets in terms of Inflows, SIP, etc.
• Initiate and maintain personal contact with existing investors and allocated leads over the phone and meeting.
• Contacting minimum number of distributors/clients per day/week/month.
• Passing on Feedback on calling in a defined format on a daily/periodic basis.
• Monitor and act on daily sales activity management information and other internal information tools, using them to effectively grow or maintain share of wallet of premiere Distribution clients.
• Responsible for product placement, new business development, key negotiations, and marketing campaign to promote schemes to the premiere segment IFAs, Banks NDs.
• Delivering consistent and tailored service to the most valued premiere Distribution clients.
• Ensuring adequate mix across all products and meeting set sales targets.
• Developing markets and enhancing market share.
• Contributing to sustained growth in sales through initiatives targeted at long term development of Distribution relationships and deep markets.
• Using relationships to mobilize funds under various schemes through Banks NDs.
• Educating the clients about the schemes presales and converting them to buy these schemes.
• Sales paperwork, data collation and reporting.
• Co-ordinating with the respective departments to ensure a smooth redressal of the post sales requirements.

Skill Set Personality Traits:

• Excellent communication skills.
• Passion to talk and convert lead into a sale.
• Soft skills to handle all types of distributors / clients over phone.
• Willingness to learn.
• Goal oriented.

Qualifications:

• Graduate NISM Certification is mandatory.

Industry:

• BFSI (Banking, Financial Services, and Insurance).