Wealth Relationship Manager – Digital

Arihant Capital Markets Ltd.; Indore District; On-site; INR 600,000 - 1,000,000; Full time

Job summary

Arihant Capital Markets Ltd. is seeking a Wealth Relationship Manager – Digital to manage affluent clients via digital channels and grow assets under management. You will offer personalized investment advice and promote wealth products while delivering exceptional service.

The role requires experience in wealth management, investment advisory, and digital sales, along with strong relationship skills to drive client satisfaction and retention.

Qualifications

• Bachelor's degree or higher in finance or related field.
• MBA in Finance or CFP preferred.
• 3–7 years in wealth management or investment advisory.
• Strong knowledge of mutual funds, PMS, AIFs, equities and fixed income.
• Experience in digital sales and virtual client relationships.

Responsibilities

• Manage and grow a portfolio of wealth clients through digital channels.
• Understand clients' financial goals and recommend investment solutions.
• Promote and advise on Mutual Funds, PMS, AIFs, fixed-income products.
• Conduct regular portfolio reviews and provide investment recommendations.
• Build long-term client relationships through proactive engagement and service.
• Acquire new clients through digital leads, referrals, and cross-selling.
• Monitor market trends and provide relevant investment insights.
• Ensure timely execution of transactions and seamless onboarding.
• Collaborate with product, research, and operations teams for a great client experience.
• Maintain compliance with regulatory guidelines and company policies.
• Achieve business, revenue, and client acquisition targets.

Skills

Relationship management

Digital sales

Investment advisory

Client servicing

Communication skills

Education

Bachelor's degree in Finance/Commerce/Business Administration

MBA in Finance

CFP certification

Job description

We are looking for a proactive and customer-focused Wealth Relationship Manager – Digital to manage and grow relationships with affluent and high-net-worth clients through digital engagement channels. The role involves providing personalized investment advice, promoting wealth management products, and delivering exceptional client service to help clients achieve their financial goals.

The ideal candidate should have a strong understanding of investment products, excellent relationship management skills, and experience in digital sales within the financial services industry.

Job Responsibilities

• Manage and grow a portfolio of wealth management clients through digital channels.
• Understand clients' financial goals and recommend suitable investment solutions.
• Promote and advise clients on Mutual Funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIFs), fixed-income products, and other wealth management offerings.
• Conduct regular portfolio reviews and provide timely investment recommendations.
• Build long-term client relationships through proactive engagement and superior service.
• Acquire new clients through digital leads, referrals, and cross-selling opportunities.
• Monitor market trends and provide clients with relevant investment insights.
• Ensure timely execution of transactions and seamless onboarding of clients.
• Collaborate with internal product, research, and operations teams to deliver an exceptional client experience.
• Maintain compliance with regulatory guidelines and company policies.
• Achieve business, revenue, and client acquisition targets.

Qualifications and Skills

• Bachelor's degree in Finance, Commerce, Business Administration, or a related field.
• MBA in Finance or Certified Financial Planner (CFP) certification is preferred.
• 3–7 years of experience in wealth management, investment advisory, or relationship management within the financial services industry.
• Strong knowledge of wealth management products, including Mutual Funds, PMS, AIFs, equities, and fixed-income investments.
• Experience in digital sales and virtual client relationship management.
• Sound understanding of financial markets and investment advisory.
• Excellent portfolio review and client servicing skills.
• Strong communication, presentation, and interpersonal abilities.
• Proven relationship-building and business development capabilities.
• Ability to identify client needs and recommend customized investment solutions.
• Strong analytical and problem-solving skills.
• Target-oriented with a customer-first approach.
• Knowledge of regulatory and compliance requirements related to wealth management.
• NISM and CFP certifications will be an added advantage.