Wealth Relationship Manager

Job Title: Wealth Relationship Manager

Location: Lucknow, Kanpur , Varanasi, Gorakhpur, Chandigarh , Ludhiana .

Experience: 3–7 years

Department: Wealth Management / Private Client Group

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The Mission

As a Wealth Relationship Manager, you will be the face of our firm for high-net-worth individuals (HNIs) and Ultra-HNIs. You aren’t just selling products; you are building long-term legacies. Your goal is to navigate the complexities of the stock market to provide tailored financial roadmaps that help our clients grow, protect, and enjoy their wealth.

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Key Responsibilities

• Portfolio Management & Advisory: Manage a high-value portfolio of clients, providing expert advice on Equity, Derivatives, Mutual Funds, Fixed Income, and PMS/AIF products.
• Client Acquisition: Identify and onboard new HNI/UHNI clients through networking, referrals, and targeted market outreach.
• Financial Planning: Conduct deep-dive financial health checks to understand client risk appetites and long-term goals, ensuring their asset allocation remains optimized.
• Market Intelligence: Stay ahead of the curve by analyzing market trends, corporate actions, and economic shifts to provide proactive “Buy/Sell/Hold” recommendations.
• Relationship Excellence: Maintain a high “Share of Wallet” by becoming a trusted advisor, ensuring world-class service and consistent engagement.
• Compliance & Ethics: Ensure all transactions and advice strictly adhere to SEBI guidelines and internal risk management policies.

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What You Bring to the Table

• Educational Background: MBA in Finance, CFP (Certified Financial Planner), or a related professional degree.
• Certification: Valid NISM Series V-A (Mutual Funds) and NISM Series VIII (Equity Derivatives) are mandatory.
• The “Broker” Mindset: A deep understanding of stock market mechanics, technical/fundamental analysis, and wealth products.
• Soft Skills: Exceptional communication and the “gravitas” required to converse with C-suite executives and business owners.
• Track Record: A proven history of managing a Book of Business (AUM) and hitting revenue targets without compromising client trust.

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Why Join Us?

• Competitive Edge: Work with cutting-edge trading platforms and a robust research desk that gives you (and your clients) the upper hand.
• Incentive Structure: One of the most rewarding commission and bonus structures in the broking industry.
• Growth Trainee: Clear pathways to move into Portfolio Management, Product Specialization, or Team Leadership roles.

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The Ideal Candidate

“You are someone who reads the pink papers before your morning coffee, understands that ‘risk’ is a relative term, and believes that a client’s trust is the most valuable asset on the balance sheet.”