Alankit Assignments
Alankit proudly launches Bihar's first-ever Skill & Development Mission Call Centre.
Honoured to receive the UAE Embassy’s Excellence Award for our exemplary services as an authorised service provider for the UAE Embassy.
Proud to renew our partnership with the Central Bank of India to continue delivering banking solutions to last-mile communities.
Alankit proudly launches Bihar's first-ever Skill & Development Mission Call Centre.
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Career

Wealth

3 -10 Years Not Disclosed Full Time Graduate Wealth Department
New Delhi/

Job description

The Relationship Manager will be responsible for client acquisition, open-market sales, business development, relationship management, and achieving sales targets. The role involves identifying prospective HNI, affluent, and retail clients, understanding their investment needs, and providing suitable financial solutions.

Responsibilities

  • Acquire new clients through direct sales, networking, referrals, and market visits.
  • Identify and develop HNI, affluent, and retail client relationships.
  • Promote and cross-sell Mutual Funds, IPOs, Bonds, and other investment products.
  • Generate leads, maintain a sales pipeline, and conduct timely follow-ups.
  • Understand client requirements and provide suitable investment solutions.
  • Achieve monthly and quarterly sales/revenue targets.
  • Build long-term client relationships and ensure customer satisfaction.
  • Coordinate with internal teams for smooth client servicing and transactions.
  • Stay updated on market trends and investment products.

Requirements

  • Graduate/Postgraduate in any discipline; Finance/Commerce/MBA preferred.
  • 1–5 years of experience in Wealth Management, Mutual Funds, Broking, Financial Services, or Investment Products.
  • Strong client acquisition and business-development skills.
  • Comfortable with open-market sales, field visits, and client meetings.
  • Excellent communication, negotiation, and relationship-management skills.
  • Target-oriented and self-motivated.
  • NISM certification preferred.
  • Existing client/network base will be an added advantage.

Key Skills

  • Wealth Management
  • Client Acquisition
  • Open-Market Sales
  • Direct Sales
  • Business Development
  • Relationship Management
  • Mutual Funds
  • IPOs
  • Bonds
  • Lead Generation
  • Cross-Selling
  • Client Retention
  • Target Achievement
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