Relationship Manager / Dealer - Agra

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.