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Relationship Manager

Actively Reviewing the Applications

SUBHLABH INVESTMENT SERVICES-FUNDS HELPLINE

India, West Bengal Full-Time On-site

Posted 2 days ago • Apply by June 8, 2026

Job Description

Job Title

Relationship Manager – Wealth Management

Job Summary

The Relationship Manager is responsible for acquiring, managing, and servicing clients for wealth management and investment advisory solutions. The role involves building long-term relationships with clients, understanding their financial goals, and recommending suitable investment products such as mutual funds, structured products, bonds, alternative investments, and portfolio strategies.

Key Responsibilities1️⃣ Client Acquisition

Identify and acquire new clients (HNI / Retail investors) through networking, referrals, and market outreach.
Conduct investor meetings and financial discussions to understand client requirements.
Present investment opportunities and wealth management solutions.

2️⃣ Relationship Management

Build and maintain long-term relationships with clients.
Act as the primary point of contact for all client investment queries.
Provide regular portfolio updates and investment reviews.

3️⃣ Investment Advisory & Product Distribution

Recommend suitable financial products such as:

Mutual Funds
Bonds / Fixed Income products
Market Linked Debentures (MLD)
Alternative Investment Funds (AIF)
Portfolio Management Services (PMS)
Structured products
Insurance and wealth protection solutions

4️⃣ Portfolio Monitoring

Monitor client portfolios and suggest rebalancing strategies.
Track market trends and identify investment opportunities.
Assist clients in asset allocation and financial planning.

5️⃣ Revenue Generation

Achieve monthly and annual revenue targets.
Increase Assets Under Management (AUM).
Cross-sell wealth products to existing clients.

6️⃣ Investor Education

Conduct client meetings, seminars, and investor awareness sessions.
Educate clients about market trends, risk management, and investment opportunities.

Key Skills Required

Strong relationship building and communication skills
Knowledge of financial markets and investment products
Sales and negotiation ability
Client servicing and advisory skills
Analytical thinking and market awareness

Qualifications

Graduate / Postgraduate in Finance, Commerce, Economics, or Business Administration
Certifications such as:
NISM Certification
AMFI Registration Number (ARN) for mutual fund distribution
CFP / CFA (preferred)

Experience