Wealth Relationship Manager

Job Description

Wealth Relationship Manager (WRM)focuses onclient acquisition, asset gathering (MFs, PMS, AIFs, FDs), and growing AUM/SIPsby meeting clients, understanding needs, offering investment solutions (equity, derivatives, MFs, PMS), and ensuring high service, requiring skills like communication, relationship building, and a mandatory NISM certification (like Series 5) for driving revenue targets and client wealth creation.Key Responsibilities
• Client Acquisition & Growth:Acquire new clients and reactivate inactive ones; achieve targets for new client activation and assets.
• Asset Gathering:Collect assets for various products like Mutual Funds (MFs), Portfolio Management Services (PMS), Alternative Investment Funds (AIFs), Corporate FDs, etc.
• AUM & SIP Growth:Increase overall Assets Under Management (AUM) and build the clients SIP book.
• Client Servicing:Regular client meetings (2-3/day), ensuring high service levels, and connecting with mapped clients to boost revenue.
• Product Sales:Drive business by cross-selling wealth management products.
• Market Insight:Advise clients on market conditions.
Key Skills & Qualifications
• NISM Certification:Mandatory NISM Series 5 (Mutual Funds) or NISM Series VIII (Equity Derivatives) for equity roles.
• Sales Acumen:Go-getter attitude, self-motivated, strong interpersonal and communication skills.
• Product Knowledge:Understanding of MFs, PMS, AIF, Equity, Derivatives, etc.
• Relationship Building:Ability to build strong customer relationships.
Typical Profile
• Role:Investment Portfolio Advisor, Wealth Manager.
• Focus:Driving client-specific wealth creation through a broad product basket.
• Environment:Full-time, permanent role with performance-based incentives.

Keyskills :
wealth managementhni client handling