Job Summary:
We are looking for a dynamic and result-oriented Relationship Wealth Manager to manage and grow relationships with HNI and affluent clients. The candidate will be responsible for client acquisition, portfolio advisory, and generating revenue through wealth management products such as mutual funds, insurance, PMS, AIF, and equity investments.
Key Responsibilities:
Client Relationship Management
Build and maintain long-term relationships with HNI / affluent clients.
Conduct regular portfolio reviews and financial planning discussions.
Act as the primary point of contact for client investment and wealth advisory.
Client Acquisition & Business Development
Acquire new clients through networking, referrals, and market outreach.
Grow the Assets Under Management (AUM) and Total Relationship Value (TRV).
Achieve monthly and annual sales targets for wealth products.
Recommend products such as:
Mutual Funds
Insurance
PMS / AIF
Equity & Derivatives
Fixed income products.
Portfolio Monitoring
Monitor client portfolios and provide timely investment insights.
Compliance & Documentation:
Ensure proper documentation, KYC, and regulatory compliance.
Maintain client records and update CRM systems regularly.
Candidate Requirements:
Graduate / Postgraduate in Finance, Business, Commerce or related field
NISM certification preferred.
Experience:
3– 6 years of experience in Wealth Management / Banking / Broking / Financial Advisory.
Skills:
Strong client acquisition and networking skills
Knowledge of financial markets and investment products
Excellent communication and relationship management
Sales and negotiation ability.
Preferred Background:
Experience handling HNI or Ultra HNI clients
Existing client network in Ahmedabad / Gujarat market
Experience in mutual fund distribution, insurance, or equity advisory
Compensation:
Fixed Salary + Attractive Incentives + Performance Bonus
No cap on incentives for high performers.
Relationship Wealth Manager • Ahmedabad, India
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