Relationship Wealth Manager For Jiraaf

AI Growth Bangalore; Bengaluru; On-site; INR 900,000 - 1,300,000; Full time

Job summary

AI Growth Bangalore is hiring a Relationship/Wealth Manager to build and manage a portfolio of HNIs, corporate clients, and institutions. You will promote fixed-income products such as listed bonds and FDs, tailor solutions to client needs, and drive new business while maintaining regulatory and market awareness.

The role requires 3+ years in financial services, strong knowledge of bonds, and excellent negotiation and relationship skills.

Qualifications

• Bachelor's degree in finance, Business Administration, Economics, or related field.
• 3+ years of experience in financial services, wealth management, or investment advisory with exposure to fixed-income products.
• Strong understanding of bonds, fixed-income securities, and capital markets.
• Excellent communication, negotiation, and relationship management skills.
• Self-motivated, goal-oriented, and capable of working independently.

Responsibilities

• Identify, build and manage a portfolio of HNIs, corporate clients, and institutional investors.
• Promote listed bonds and FDs as investment products based on client requirements.
• Develop and deepen client relationships to ensure satisfaction and retention.
• Identify new business opportunities through networking, referrals, and market insights.
• Stay updated on market trends, product developments, and regulatory changes in fixed income.
• Collaborate with research and product teams to provide clients with insights and solutions.
• Aim to achieve and exceed sales targets with consistent performance.

Skills

Relationship management

Communication

Negotiation

Fixed income knowledge

Sales mindset

Education

Bachelor's degree in finance

MBA preferred

Job description

Role Overview

Jiraaf powered by AI Growth is looking to hire for relationship/wealth manager position.

The role focuses on building and managing relationships with HNI, corporate, and institutional clients by offering fixed-income investment products such as listed bonds and FDs. The incumbent will drive new business acquisition, deepen existing client relationships, and achieve sales targets while staying updated on market trends and collaborating with internal teams to deliver tailored investment solutions.

Key Responsibilities

• Identify, Build and manage a portfolio of high-net-worth individuals (HNIs), corporate clients, and institutional investors.
• Promote listed bonds and FDs as an investment product, understanding client requirements and offering tailored solutions.
• Develop strong relationships with existing clients, ensuring customer satisfaction and retention.
• Identify new business opportunities through networking, referrals, and market intelligence.
• Stay updated on market trends, product developments, and regulatory changes in the fixed income space.
• Collaborate with internal teams, including research and product specialists, to provide clients with in-depth insights and analysis.
• Achieving and exceed sales targets by delivering consistent performance.

Qualifications and Experience

• Bachelors degree in finance, Business Administration, Economics, or a related field (MBA preferred).
• 3+ years of experience in financial services, wealth management, or investment advisory, with exposure to fixed-income products.
• Strong understanding of bonds, fixed-income securities, and capital markets.
• Excellent communication, negotiation, and relationship management skills.
• Self-motivated, goal-oriented, and capable of working independently.