Relationship Manager

Position: Relationship Manager / Wealth Manager

Location: Malleswaram, Bengaluru

Role Overview

We are seeking dynamic and result-oriented Relationship Managers / Wealth Managers to drive

client acquisition and portfolio management across a wide range of wealth management and

financial products. The role involves building long-term client relationships, expanding the client

base, converting qualified leads, and delivering comprehensive wealth management solutions.

Key Responsibilities

Acquire and manage clients for investment and financial products including Mutual

Funds, Equities, Life Insurance, Health Insurance, Corporate Deposits, Bonds, PMS,

AIF, Estate Planning, and related offerings.

Build and nurture long-term client relationships while managing and reviewing client

portfolios.

Convert leads provided by the organization and generate additional business through

self-sourcing.

Appoint and manage Business Associates to expand business reach.

Drive revenue generation across products and services while achieving defined

business targets.

Provide clients with suitable wealth management, financial planning, and investment

solutions.

Experience Required

Minimum 4 years of experience in client acquisition and sales, with a strong focus on

Mutual Funds and Wealth Management products.

Desired Candidate Profile

Existing client network and proven ability to acquire and service HNI/retail clients.

Strong communication and interpersonal skills with proficiency in English.

Self-driven, target-oriented, and relationship-focused professional.

Educational Qualification

Graduate in any discipline.

Organizational Support & Infrastructure

The selected candidate will benefit from:

Guidance and support from a highly experienced wealth management team

. Robust mobile and web-based platforms for transaction execution, portfolio monitoring

,and reporting

. Continuous learning and professional development opportunities through ongoin

gtraining and knowledge enhancement initiatives

.Product Suit

e Equitie

s Mutual Fund

s Life & General Insuranc

e PM

S AI

F Bond

s Company Deposit

s Structured Product

s Business Loan

s Unlisted Equit

yServices Offere

d Wealth Managemen

t Financial Plannin

g Retirement Plannin

g Equity Advisor

y Investment & Insurance Portfolio Restructurin

g Business Banking Solution

s Venture Capital Advisor

y Succession & Estate Plannin