Wealth Manager/Relationship Manager

Alankit; Jaipur; On-site; INR 450,000 - 600,000; Full time

Job summary

Alankit in Jaipur seeks a results-driven Wealth Manager to drive mutual fund sales through lumpsum investments and SIPs, while growing Net AUM and delivering tailored wealth advice. You will acquire new SIP registrations, nurture investor relationships, conduct portfolio reviews, and identify cross-selling opportunities across PMS, AIF, bonds, and other wealth products to fuel revenue growth.

Strong communication and sales skills, experience in wealth management, and NISM certification

Qualifications

• Experience in wealth management, mutual funds, and financial services.
• Strong communication, relationship management and sales skills.
• NISM certification preferred.

Responsibilities

• Drive mutual fund sales through lumpsum and SIPs.
• Grow net AUM and acquire new SIP registrations.
• Maintain investor relationships with advisory services.
• Conduct portfolio reviews aligned with clients' goals.
• Cross-sell PMS, AIF, bonds and other wealth products.
• Schedule client meetings for portfolio discussions and business growth.

Skills

Wealth management

Mutual funds

Banking & Broking

Sales skills

Client relationship management

NISM certification preferred

Job description

Role & responsibilities

• Drive Mutual Fund sales through Lumpsum investments and SIPs (Systematic Investment Plans)
• Ensure consistent growth in Net AUM (Assets Under Management)
• Acquire new SIP registrations and maintain existing investor relationships
• Generate revenue through PMS, AIF, Bonds, and other wealth products
• Conduct portfolio reviews aligned with clients financial goals
• Build and maintain long-term client relationships through advisory services
• Schedule and conduct client meetings for portfolio discussions and business growth
• Identify cross-selling and upselling opportunities within the client portfolio
• Preferred Candidate Profile:
• Experience in Wealth Management, Mutual Funds, Banking, Broking, or Financial Services Strong understanding of investment products and financial markets
• Excellent communication, relationship management, and sales skills
• NISM certification preferred
• Ability to achieve revenue and AUM growth targets