Wealth Manager

Alankit; Rajkot, Surat, Vadodara; On-site; INR 300,000 - 1,200,000; Full time

Job summary

Alankit in Rajkot is seeking a dynamic Business Development Executive to acquire HNI/UHNI and retail clients. You will build and maintain long‑term relationships, understand financial goals and risk profiles, and recommend suitable investment solutions while driving AUM and revenue growth.

The role involves achieving monthly/quarterly sales targets, generating leads, meeting clients regularly, and coordinating with internal teams for KYC and account opening processes.

Qualifications

• Acquire HNI/UHNI and retail clients through networking, referrals, cold calling, and other business development activities.
• Develop and maintain strong, long‑term relationships with existing and prospective clients.
• Understand clients' financial goals, risk appetite, and investment requirements.
• Cross-sell and up-sell relevant financial and investment products to existing clients.

Responsibilities

• Acquire high‑net‑worth and retail clients via networking and referrals.
• Develop and maintain strong client relationships.
• Understand client financial goals and risk tolerance.
• Recommend financial products like mutual funds, bonds, PMS, AIF, NPS, insurance.
• Manage client portfolio and generate AUM and revenue.
• Achieve sales, revenue, and client acquisition targets.

Job description

Key Responsibilities

• Acquire HNI/UHNI and retail clients through networking, referrals, cold calling, and other business development activities.
• Develop and maintain strong, long‑term relationships with existing and prospective clients.
• Understand clients financial goals, risk appetite, and investment requirements.
• Recommend suitable financial products such as Mutual Funds, Bonds, PMS, AIF, NPS, Insurance, and other investment solutions.
• Manage and grow the assigned client portfolio and generate AUM and revenue.
• Achieve monthly/quarterly sales, revenue, and client acquisition targets.
• Generate leads independently and convert prospects into active clients.
• Conduct regular client meetings and provide updates on portfolio performance and market developments.
• Cross‑sell and up‑sell relevant financial and investment products to existing clients.
• Coordinate with operations, compliance, and other internal teams for KYC, account opening, documentation, and transaction‑related activities.
• Maintain accurate records of client interactions, leads, sales pipeline, and portfolio activities.
• Keep updated with financial markets, investment products, and industry trends.
• Ensure all client dealings are conducted in accordance with company policies and applicable regulatory guidelines.