Relationship Manager – Wealth

Contact for more details on or whats up your resume on 7706031623

Job Title: Assistant Manager / Manager – Channel Sales

Our Client:

A leading full-service investment firm offering tailored financial solutions backed by deep market research, strong ethical values, and a client-first approach. The firm specializes in equity strategies through PMS and AIF platforms, focusing on long-term wealth creation with an emphasis on discipline, transparency, and simplicity. Its investment philosophy is rooted in insightful analysis, aiming to preserve and grow clients' wealth through consistent and well-researched strategies.

Job Title: Assistant Manager / Manager – Channel Sales

Department: Asset Management

Experience: Minimum 2 years

Education: Graduation

Best in industry, as per company standards

Location: Hyderabad/Rajkot/Surat/Baroda/Coimbatore/Lucknow/Bangalore

About the Role : As an Assistant Manager – Channel Sales , you would be responsible for acquiring and managing clients through channel partners like IFAs, wealth managers, and distributors. You Will promote PMS and AIF products, provide investment solutions based on client needs, and support business growth through strong relationship management and market insights.

Key Responsibilities

• Assist Zonal/Regional Heads in identifying and acquiring new clients.
• Drive business development through financial intermediaries such as advisors, wealth managers, bankers, family offices, and national distributors.
• Nurture and deepen relationships with existing and prospective clients.
• Explain product offerings and provide timely and accurate information to clients.
• Present macroeconomic updates, both domestic and global, to clients and channel partners.
• Generate incremental AUM via new client acquisition, referrals, and self-sourcing.
• Promote and cross-sell a range of PMS and AIF products from Ambit's basket.
• Proactively recommend strategies and build tailored investment portfolios for clients.
• Periodically review client portfolios to ensure alignment with evolving goals.
• Understand stock selection frameworks and articulate the investment philosophy to clients.
• Analyze client requirements and offer appropriate investment strategies.
• Keep abreast of market trends and sectoral developments to offer insightful perspectives.
• Deliver exceptional client service and ensure seamless execution.
• Share regular market updates, insights, and trends to enhance the client experience.

Key Skills Required

Functional Skills:

• Strong networking and relationship-building skills
• Business development and client servicing expertise
• Ability to present and articulate investment strategies clearly

Behavioral Traits:

• Excellent communication (English and/or regional language)
• High levels of integrity and self-motivation
• Leadership mindset and collaborative approach
• Strong interpersonal and analytical skills
• Eagerness to learn and grow within the organization

Why Join Us:

• Strong Investment Ethos: Work with a team that believes in long-term wealth creation through principles like discipline, patience, simplicity, and transparency.
• Diverse Product Suite: Gain exposure to a wide range of high-performing PMS and AIF strategies tailored to varied investor profiles.
• Learning-Focused Culture: Deepen your understanding of equity markets, macroeconomics, and portfolio management through hands-on experience and expert mentorship.
• Client-Centric Approach: Be part of a platform that prioritizes personalized solutions and long-term relationships over transactional sales.

About Hireginie: Hireginie is a prominent talent search company specializing in connecting top talent with leading organizations. We are committed to excellence and offer customized recruitment solutions across industries, ensuring a seamless and transparent hiring process. Our mission is to empower both clients and candidates by matching the right talent with the right opportunities, fostering growth and success for all.