Relationship Manager/Sr. Relationship Manager/Wealth Manager

Quantum Asset Management; Hyderabad; On-site; INR 500,000 - 800,000; Full time

Job summary

Quantum Asset Management is seeking Relationship Manager/Sr. Relationship Manager/Wealth Manager to drive investments and client relationships in a BFSI setting.

The role requires 3–12 years of experience and will interact with distributors and direct clients across multiple cities including Hyderabad. You will target inflows, SIPs, and cross-sell schemes while building a robust distribution network and providing high-quality post-sales support.

Qualifications

• Graduate with NISM Certification mandatory.
• Experience in BFSI sales/distribution is preferred.
• Strong communication and relationship-building skills.

Responsibilities

• Build strong relationships with MF distributors.
• Build relationships with existing direct clients and leads for business generation.
• Acquire new clients through references and leads provided by the company.
• Meet sales targets in terms of inflows and SIPs.
• Maintain personal contact with investors via phone and meetings.
• Contact minimum distributors/clients per day/week/month.
• Provide feedback in defined formats daily/periodically.
• Monitor daily sales activity and other tools to grow share of wallet of premiere distribution clients.
• Promote schemes to premiere IFAs, Banks NDs through product placement and negotiations.
• Deliver consistent tailored service to premiere distribution clients.
• Ensure adequate product mix and meet sales targets.
• Develop markets and enhance market share.
• Contribute to long-term growth of distribution relationships.
• Mobilize funds through Banks NDs.
• Educate clients about schemes presales and convert to buy.
• Handle sales paperwork, data collation and reporting.
• Coordinate with departments for post-sales redressal.

Skills

Excellent communication

Sales mindset

Soft skills

Willingness to learn

Goal oriented

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).