01Overview
Website: www.kmcsolutions.co.in
Role Description:
This is a full-time Remote role for a Wealth Relationship Manager. The WRM will build and foster client relationships from Open Market, guiding clients to achieve their financial goals. The role is target-driven and also involves delivering comprehensive wealth management solutions, ensuring client satisfaction & retention, along with AUM Growth.
Key Responsibilities :
Establish, onboard, and expand open-market client networks and referral partnerships.Acquire High-Net-Worth and affluent investors while ensuring consistent AUM inflows.Assume ownership of monthly and quarterly performance targets and deliver sustainable growth.Collaborate closely with advisory, product, and marketing teams to close high-value transactions.Monitor partner productivity and implement strategies to enhance conversion ratios.Ensure all sourcing activities comply with regulatory and internal quality standards.Provide clients with strategic investment guidance, portfolio management support, and risk-profiling analysis to support effective wealth creation.Key Performance Indicators (KPIs):
AUM growth and net inflowsClient acquisition and retention rateConversion ratio from leads to investmentsRevenue generated per quarterCompliance adherence and quality scoreQualifications:
Strong analytical skills with experience in financial analysis, portfolio management, and investment evaluationProficiency in client relationship management, networking, and business development strategies from Open Market.Excellent verbal and written communication skills, including the ability to present and explain complex financial conceptsIn-depth knowledge of market trends, asset classes, and investment productsRelevant qualifications such as a Bachelors/Master's degree in Finance, Business, Economics, or a related field; advanced certifications/Experience in Product selling is an added advantage.Proven experience in wealth management, financial advisory, or a related field is highly preferredSelf-motivation, ability to work independently in a remote environment, and strong organizational skillsCompensation & Benefits: Looking for a bucket of 6-12 LPA Plus Performance based Quarterly Incentives/ Variables Post achieving targets Linked to AUM Growth and Client retention. Working Days: Monday to Friday (Saturday & Sunday Off).
Compensation: 50,000.00 - 100,000.00 per month
Benefits:
Flexible scheduleWork Location: Remote .
