Wealth Relationship Manager - AUM, SIP & Investment Advisory
Bharuch, Gujarat, India · Full Time
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- Experience
- 2–7 yrs
- Salary
- INR 400,000 – INR 700,000 / year
- Openings
- 1
- Posted
- 3 weeks ago
- Work mode
- In office
- Education
- Any graduate
- Eligibility
- Any graduate with 2–7 years of relevant experience in wealth management, broking, banking, AMC, or financial services.
- Resume
- Required to apply
Where you'll work
Job description
About the Role
This position is focused on expanding and managing client wealth portfolios. The role involves bringing in new clients, increasing assets under management (AUM) and SIP contributions, and advising clients on suitable investment options.
What You Will Do
You will be responsible for developing client relationships, driving business growth, and supporting revenue through the sale of investment and wealth products.
- Acquire new clients and expand the client base.
- Grow AUM and the SIP book through active portfolio engagement.
- Recommend and sell mutual funds, PMS, AIF, SGB, insurance, and other investment products.
- Maintain long-term client relationships with a strong service focus.
- Work toward meeting assigned business and sales targets.
Candidate Profile
The ideal candidate should be a graduate with relevant experience in wealth management, broking, banking, asset management, or financial services. A solid understanding of mutual funds, SIPs, AUM, investment products, and client acquisition is required.
Additional Information
This opportunity is based in Bharuch, India.