Relationship Wealth Manager

Waksugo Services; Bengaluru; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Waksugo Services in Ahmedabad, Gujarat is seeking a Relationship Wealth Manager to build and grow relationships with HNI and affluent clients. The role involves client acquisition, portfolio advisory, and revenue generation through a wide range of wealth management products including mutual funds, insurance, PMS/AIF, equities, and fixed income products.

Ideal candidates have 3–6 years of experience in wealth management or related fields and possess financial market knowledge, strong sales and

Qualifications

• Education: Graduate/Postgraduate in Finance, Business, Commerce, or a related field.
• NISM certification preferred.
• Experience: 3–6 years in Wealth Management, Banking, Broking, or Financial Advisory.

Responsibilities

• Acquire new clients through networking, referrals, and market outreach.
• Provide portfolio advisory and cross-sell wealth products.
• Achieve monthly and annual sales targets across wealth products.

Skills

Client acquisition

Networking

Financial markets knowledge

Education

Graduate/Postgraduate in Finance/Business/Commerce

NISM certification

Job description

Relationship Wealth Manager

Location: Ahmedabad, Gujarat

Industry: BFSI / Wealth Management / Stock Broking

Employment Type: Full-time

Job Summary

We are seeking a dynamic and results-driven Relationship Wealth Manager to build and grow relationships with HNI and affluent clients. The role involves client acquisition, portfolio advisory, and revenue generation through a wide range of wealth management products, including mutual funds, insurance, PMS, AIF, and equity investments.

Key Responsibilities

• Client Acquisition & Business Development
  • Acquire new clients through networking, referrals, and market outreach
  • Build and expand Assets Under Management (AUM)
  • Achieve monthly and annual sales targets across wealth products
• Product Advisory
  • Recommend and cross-sell suitable financial products, including:
  • Mutual Funds
  • Insurance
  • PMS / AIF
  • Equity & Derivatives
  • Fixed Income Products

Candidate Requirements

• Education: Graduate/Postgraduate in Finance, Business, Commerce, or a related field
• NISM certification preferred
• Experience: 36 years of experience in Wealth Management, Banking, Broking, or Financial Advisory

Skills

• Strong client acquisition and networking abilities
• Sound knowledge of financial markets and investment products
• Strong sales and negotiation capabilities

Preferred Background

• Experience handling HNI or Ultra HNI clients
• Existing client network in the Ahmedabad/Gujarat market
• Experience in mutual fund distribution, insurance, or equity advisory

Compensation

• Fixed Salary + Attractive Incentives + Performance Bonus
• Unlimited earning potential with no cap on incentives for high performers