Wealth

Alankit Assignments Ltd.; New Delhi; On-site; INR 450,000 - 900,000; Full time

Job summary

Alankit Assignments Ltd. in Delhi seeks a Relationship Manager to acquire new clients, manage relationships, and drive sales across mutual funds, IPOs, and bonds. You will build a robust sales pipeline through direct client meetings, networking, and market visits.

The role requires 1–5 years in wealth management or related financial services, strong communication and negotiation skills, and the ability to meet monthly and quarterly targets while delivering tailored investment solutions.

Qualifications

• Graduate/Postgraduate in any discipline; Finance/Commerce/MBA preferred.
• 1-5 years of experience in Wealth Management, Mutual Funds, Broking, Financial Services, or Investment Products.
• Strong client acquisition and business-development skills.
• Comfortable with open-market sales, field visits, and client meetings.
• Target-oriented and self-motivated; NISM certification preferred; existing client base advantageous.

Responsibilities

• Acquire new clients through direct sales, networking, referrals, and market visits.
• Identify and develop HNI, affluent, and retail client relationships.
• Promote and cross-sell Mutual Funds, IPOs, Bonds, and other investment products.
• Generate leads, maintain a sales pipeline, and conduct timely follow-ups.
• Understand client requirements and provide suitable investment solutions.
• Achieve monthly and quarterly sales/revenue targets.
• Build long-term client relationships and ensure customer satisfaction.
• Coordinate with internal teams for smooth client servicing and transactions.
• Stay updated on market trends and investment products.

Skills

Wealth Management

Client Acquisition

Open-Market Sales

Business Development

Relationship Management

Mutual Funds

IPOs

Bonds

Lead Generation

Cross-Selling

Client Retention

Target Achievement

Education

Graduate/Postgraduate in any discipline; Finance/Commerce/MBA preferred

Job description

Alankit proudly launches Bihar's first-ever Skill & Development Mission Call Centre.

Honoured to receive the UAE Embassy's Excellence Award for our exemplary services as an authorised service provider for the UAE Embassy.

Proud to renew our partnership with the Central Bank of India to continue delivering banking solutions to last-mile communities.

Alankit proudly launches Bihar's first-ever Skill & Development Mission Call Centre.

3 -10 Years Not Disclosed Full Time Graduate Wealth Department

Posted: 22 days ago Openings: 1 Applicants: 5

The Relationship Manager will be responsible for client acquisition, open-market sales, business development, relationship management, and achieving sales targets. The role involves identifying prospective HNI, affluent, and retail clients, understanding their investment needs, and providing suitable financial solutions.

Responsibilities

• Acquire new clients through direct sales, networking, referrals, and market visits.
• Identify and develop HNI, affluent, and retail client relationships.
• Promote and cross-sell Mutual Funds, IPOs, Bonds, and other investment products.
• Generate leads, maintain a sales pipeline, and conduct timely follow-ups.
• Understand client requirements and provide suitable investment solutions.
• Achieve monthly and quarterly sales/revenue targets.
• Build long-term client relationships and ensure customer satisfaction.
• Coordinate with internal teams for smooth client servicing and transactions.
• Stay updated on market trends and investment products.

Requirements

• Graduate/Postgraduate in any discipline; Finance/Commerce/MBA preferred.
• 1-5 years of experience in Wealth Management, Mutual Funds, Broking, Financial Services, or Investment Products.
• Strong client acquisition and business-development skills.
• Comfortable with open-market sales, field visits, and client meetings.
• Excellent communication, negotiation, and relationship-management skills.
• Target-oriented and self-motivated.
• NISM certification preferred.
• Existing client/network base will be an added advantage.

Key Skills

• Wealth Management
• Client Acquisition
• Open-Market Sales
• Business Development
• Relationship Management
• Mutual Funds
• IPOs
• Bonds
• Lead Generation
• Cross-Selling
• Client Retention
• Target Achievement