Job Title
Relationship Manager Wealth Management
Job Summary
The Relationship Manager is responsible for acquiring, managing, and servicing clients for wealth management and investment advisory solutions. The role involves building long-term relationships with clients, understanding their financial goals, and recommending suitable investment products such as mutual funds, structured products, bonds, alternative investments, and portfolio strategies.
Key Responsibilities1 Client Acquisition
- Identify and acquire new clients (HNI / Retail investors) through networking, referrals, and market outreach.
- Conduct investor meetings and financial discussions to understand client requirements.
- Present investment opportunities and wealth management solutions.
2 Relationship Management
- Build and maintain long-term relationships with clients.
- Act as the primary point of contact for all client investment queries.
- Provide regular portfolio updates and investment reviews.
3 Investment Advisory & Product Distribution
Recommend suitable financial products such as:
- Mutual Funds
- Bonds / Fixed Income products
- Market Linked Debentures (MLD)
- Alternative Investment Funds (AIF)
- Portfolio Management Services (PMS)
- Structured products
- Insurance and wealth protection solutions
4 Portfolio Monitoring
- Monitor client portfolios and suggest rebalancing strategies.
- Track market trends and identify investment opportunities.
- Assist clients in asset allocation and financial planning.
5 Revenue Generation
- Achieve monthly and annual revenue targets.
- Increase Assets Under Management (AUM).
- Cross-sell wealth products to existing clients.
6 Investor Education
- Conduct client meetings, seminars, and investor awareness sessions.
- Educate clients about market trends, risk management, and investment opportunities.
Key Skills Required
- Strong relationship building and communication skills
- Knowledge of financial markets and investment products
- Sales and negotiation ability
- Client servicing and advisory skills
- Analytical thinking and market awareness
Qualifications
- Graduate / Postgraduate in Finance, Commerce, Economics, or Business Administration
- Certifications such as:
- NISM Certification
- AMFI Registration Number (ARN) for mutual fund distribution
- CFP / CFA (preferred)
Experience
- 15 years experience in wealth management, banking, mutual fund distribution, or financial advisory.
Key Performance Indicators (KPIs)
- Client acquisition numbers
- Assets under management (AUM) growth
- Revenue generated
- Client retention rate
- Cross-selling success
Salary: As per Industry standard depending on skill sets, experience and current salary.
Location :Kolkata (DALHOUSIE- BURRABAZAR, SALTLAKE SECTOR V ,RAJARHAT)
