Relationship Manager / Dealer - Raipur

Relationship Manager Equity & Wealth Management

Key Responsibilities:

Acquire and manage HNI/UHNI clients and build long-term relationships.

Drive business through Equity, Mutual Funds, PMS, AIFs, Bonds/NCDs, Insurance and other wealth products.

Generate new leads through referrals, networking and market outreach.

Understand client investment needs and provide tailored investment solutions.

Manage client portfolio, ensure regular engagement and achieve AUM/revenue targets.

Stay updated on market trends, investment products and regulatory requirements.

Coordinate with research, operations and product teams for seamless client servicing.

Key Skills & Requirements:

2-8 years of experience in Wealth Management, Private Banking, Broking or Financial Services.

Strong client acquisition, relationship management and communication skills.

Good understanding of Equity and Wealth Management products.

Existing HNI/UHNI client network/AUM will be an advantage.

Relevant NISM certifications preferred. .