Relationship Manager

1 day ago

Mumbai, Maharashtra, India Vikabh Securities Pvt Ltd. Full time ₹ 7,00,000 - ₹ 10,00,000 per year

ABOUT RUBIX WEALTH:

Rubix wealth is a wealth management platform, offering bespoke financial solutions to HNIs, UHNWIs, and affluent investors. We combine proven investment insights with in-depth research expertise, backed by robust research and a comprehensive suite of wealth products.

ROLE OVERVIEW:

As a Relationship Manager, you will be responsible for creating, managing and deepening client relationships, offering tailored investment advice, and driving business growth through new client acquisitions and upselling of wealth products. You will act as a trusted advisor to clients, helping them achieve their financial goals.

LOCATION:
Malad (East),Mumbai DEPARTMENT: Wealth Management REPORTS TO: Team Lead / Business Head

CTC
: 7 – 8 Lacs Per Annum (Will be eligible for performance-based incentive amounting to 1.5 Lacs – 2 Lacs Per Annum)

KEY RESPONSIBILITIES:

1.CLIENT RELATIONSHIP MANAGEMENT & REVENUE:


•Acquire & onboard new clients; present and explain full product bouquet clearly.


•Maintain strong ongoing relationships; resolve client queries promptly.


•Generate revenue through upselling, cross-selling, and fundraising from clients.

2.ASSOCIATE / DISTRIBUTOR NETWORK DEVELOPMENT:


•Identify, source, and onboard new associates / distributors.


•Train and enable the network so associates are effective lead-generators.


•Build and nurture an active associate/distributor ecosystem that contributes to business growth.

3.BUSINESS DEVELOPMENT & TARGET ACHIEVEMENT:


•Meet assigned targets for revenue and new client acquisition.


•Maintain, manage, and grow a healthy sales / business pipeline.


•Monitor performance vs targets; take proactive steps to close gaps.

DESIRED CANDIDATE PROFILE:

1.QUALIFICATIONS:


•Graduate in Finance / Commerce / Business (MBA/CFP/CFA would be a plus but not mandatory.)

JOB DESCRIPTION: RELATIONSHIP MANAGER (WEALTH MANAGEMENT)

2.EXPERIENCE:


•1-2 years of experience in similar domain preferred. (Immediate Joiners preferred)

3.SKILLS & COMPETENCIES:


•Strong understanding of capital markets and investment products.


•Excellent relationship management and interpersonal skills.


•High ethical standards and client-first approach.

WHY JOIN US?


•Exposure to one of the growing product platforms in the industry.


•Strong research and product support.


•Dynamic, client-first culture with fast-track growth opportunities.


•Competitive compensation structure.


•No time-sensitive supervision (after 1st Stage AUM is met).


•Chance to acts as an independent business owner after the 1st Stage.


•Autonomy with structured support.

Interested candidates email CVs to HR at

Note :
Please mention "Resume for Wealth Management Opening" in your email applications.

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