Relationship Manager - Financial Services

As a Relationship Manager (RM) Client Acquisition, you will be responsible for converting warm and qualified leads generated via digital channels into long-term wealth management clients. Working closely under a Wealth Manager, this role blends consultative sales, relationship management, and advisory support, and is designed as a launchpad for future Wealth Managers. You will own the end-to-end lead conversion journey from first contact to onboarding while building trusted relationships and expanding wallet share over time.

Client Acquisition & Sales - Convert inbound digital leads (website, campaigns, partnerships, referrals) into active clients through consultative selling. - Conduct discovery calls and meetings to understand client financial needs, goals, and readiness to invest. - Pitch our mutual funds recommendation clearly, addressing objections and guiding prospects through decision-making. - Drive lead-to-conversion metrics such as contact rate, meeting ratio, closure rate, and AUM onboarding. - Proactively follow up with prospects using structured sales cadences and CRM workflows. - Collaborate with marketing and central sales teams to improve lead quality and conversion outcomes. Client Engagement & Relationship Management - Build and deepen relationships with converted clients under the guidance of the Wealth Manager. - Understand client goals, risk profiles, and investment preferences to deliver personalized advice. - Regularly review portfolios and recommend rebalancing, upgrades, or new strategies aligned with client goals. - Generate referrals and cross-sell opportunities to increase wallet share. - Ensure timely communication and proactive engagement across the client lifecycle. - Prepare client briefs, review notes for ongoing reviews and meetings. - Develop familiarity with our advisory tools, risk assessment frameworks, and planning models. CRM, Process & Compliance - Maintain rigorous CRM hygiene logging calls, meetings, follow-ups, pipelines, and conversion status. - Track lead stages, outcomes, and conversion funnels accurately for reporting and performance reviews. - Ensure seamless onboarding by coordinating documentation, KYC, and account setup. - Learn and adhere to company protocols on ethical conduct and confidentiality. - Adhere to companys internal processes and SEBI regulatory guidelines at all times. Learning and Growth Pathway - Participate in structured training on sales techniques, objection handling, negotiation, and advisory conversations. - Build strong product knowledge across equity, debt, mutual funds, and financial planning tools. - Work towards readiness to graduate into a Wealth Manager role over time. - Progressively develop readiness to transition into a Wealth Manager role. Ideal Candidate Profile: - 3-5 years of experience in sales, client acquisition, relationship management, or financial services. - Proven ability to close clients from inbound or warm leads (BFSI, fintech, wealth, insurance, or broking preferred). - Strong consultative selling skills with comfort handling HNI / affluent client conversations. - Hands-on experience with CRM tools (Salesforce, Zoho, HubSpot, or similar). - Excellent communication, persuasion, and follow-up discipline. - Analytical, target-driven, and process-oriented mindset. - High attention to detail, client empathy, and process discipline. - Passionate about personal finance and building a long-term career in wealth management. - Good knowledge of Indian Equity & Debt markets and the products available in Indian financial markets. Mandatory Requirement: - The candidate should obtain certification of the NISM Mutual Fund Distribution Level VA exam within 6 months of joining the company. What We Offer You - A structured growth track within a high-performing advisory pod. - On-the-job mentorship from experienced Wealth Managers. - Exposure to real-world client engagement, financial planning, and advisory excellence. - A purpose-driven culture that invests in people as .