Walk-in | First Wealth Relationship Manager

Vrinda Global; Gurugram District; On-site; INR 600,000 - 1,200,000; Full time

Benefits offered by this job

Competitive pay

Incentives

Wealth exposure

Career growth

Professional environment

Job summary

First Wealth in Gurugram is seeking a driven Relationship Manager to acquire, manage, and develop relationships with high-net-worth clients, offering wealth-management and investment solutions.

The RM will build a robust client portfolio, coordinate with product specialists, and ensure compliant, high-quality service while achieving revenue and AUM targets.

Qualifications

• 2–5 years of relevant experience in wealth management / BFSI / financial services.
• Strong understanding of investment products such as mutual funds, equities, bonds, PMS/AIFs, insurance, and other wealth-management solutions.
• Excellent communication, presentation, negotiation, and interpersonal skills.

Responsibilities

• Develop and maintain strong relationships with existing and prospective clients.
• Acquire new clients through referrals, networking, market outreach, and other business-development activities.
• Understand clients' financial goals, risk profiles, investment preferences, and overall requirements.
• Recommend suitable investment and wealth-management solutions based on client needs.
• Manage and grow the assigned client portfolio and achieve defined revenue/AUM targets.
• Generate leads and convert prospects into long-term clients.
• Conduct regular client reviews and proactively identify cross-selling and up-selling opportunities.
• Coordinate with internal teams and product specialists to ensure smooth execution and high-quality client servicing.
• Keep clients updated on relevant market developments, products, and investment opportunities.
• Ensure accurate documentation, KYC, compliance, and adherence to company policies and regulatory requirements.
• Maintain detailed records of client interactions, leads, opportunities, and portfolio activity.
• Deliver a high level of client experience and ensure strong client retention.

Skills

Relationship management

Client acquisition

Networking

Communication

Negotiation

Business development

Education

Finance/Business/Economics degree

Job description

Position: Relationship Manager (RM) Company: First Wealth Department: Sales / Wealth Management Location: Gurugram Employment Type: Full-time Experience: 2.5 years in Wealth Management / BFSI / Financial Services

About the Role

We are looking for a driven and client-focused Relationship Manager to join First Wealth. The RM will be responsible for acquiring, managing, and developing relationships with high-net-worth and affluent clients while understanding their financial requirements and offering suitable wealth management and investment solutions.

Key Responsibilities

• Develop and maintain strong relationships with existing and prospective clients.
• Acquire new clients through referrals, networking, market outreach, and other business-development activities.
• Understand clients financial goals, risk profiles, investment preferences, and overall requirements.
• Recommend suitable investment and wealth-management solutions based on client needs.
• Manage and grow the assigned client portfolio and achieve defined revenue/AUM targets.
• Generate leads and convert prospects into long-term clients.
• Conduct regular client reviews and proactively identify cross-selling and up-selling opportunities.
• Coordinate with internal teams and product specialists to ensure smooth execution and high-quality client servicing.
• Keep clients updated on relevant market developments, products, and investment opportunities.
• Ensure accurate documentation, KYC, compliance, and adherence to company policies and regulatory requirements.
• Maintain detailed records of client interactions, leads, opportunities, and portfolio activity.
• Deliver a high level of client experience and ensure strong client retention.

Desired Candidate Profile

• Graduate/Postgraduate degree in Finance, Business, Economics, or a related field.
• 2–5 years of relevant experience in wealth management, private banking, financial services, broking, mutual funds, insurance, or a similar industry.
• Strong understanding of investment products such as mutual funds, equities, bonds, PMS/AIFs, insurance, and other wealth-management solutions.
• Proven track record in client acquisition, relationship management, and/or achieving sales targets.
• Excellent communication, presentation, negotiation, and interpersonal skills.
• Strong networking and business-development abilities.
• Customer-centric approach with the ability to build long-term relationships.
• Good knowledge of financial markets and investment concepts.
• Ability to work independently and meet business targets.

Key Performance Indicators (KPIs)

• New client acquisition
• AUM / portfolio growth
• Revenue generation
• Client retention and engagement
• Lead conversion
• Cross-selling and product penetration
• Client satisfaction and service quality
• Compliance and process adherence

What We Offer

• Competitive compensation and performance-based incentives.
• Opportunity to work in the wealth-management industry.
• Exposure to affluent/HNI clients and diverse investment products.
• Career growth and learning opportunities.
• Performance-driven and professional work environment.