Alankit
Relationship Manager
2 months ago
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Important information
Contract type:
Permanent
Salary:
₹300,000 – ₹650,000 / year
Location:
Ahmedabad, Gujarat, India
Work mode:
Onsite
Published on:
5 September 2026
What they need
Designation : Relationship Manager
Experience: 0 - 5 Years | Department: Wealth Management
About Alankit
Alankit is a diversified business group with a strong presence in Financial Services, Technology and Digital Solutions, focused on customer excellence, innovation and sustainable growth.
Key Skills: Wealth Management | Mutual Funds | SIP | AUM | PMS | AIF | Bonds | NCD | Client Relationship | Sales
Key Responsibilities
- Build and maintain strong client relationships.
- Acquire new clients and understand their financial and investment needs.
- Drive business through Mutual Funds, SIPs and Lumpsum investments.
- Manage client portfolios and support AUM growth.
- Offer suitable investment solutions across PMS, AIF, Bonds and NCDs.
- Conduct regular client meetings and portfolio reviews.
- Provide timely and quality client servicing and investment support.
- Identify relevant cross-selling and business opportunities.
- Maintain regular client engagement and follow-ups.
- Achieve assigned sales, AUM and revenue objectives.
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