Wealth Relationship Manager – Ahmedabad

3 days ago


Ahmedabad, Gujarat, India Caring Click Full time ₹ 4,00,000 - ₹ 8,00,000 per year

Wealth Relationship Manager

Location:

Ahmedabad

Position

: Full-Time

About Caring Click Enterprise

Click Enterprise is a growing
wealth-management and financial-distribution firm

based in Ahmedabad, serving

clients across India.

We offer investment solutions in
Equity Broking, Mutual Funds, PMS, AIF, Bonds, and Insurance

, helping

investors achieve long-term financial success with trust and transparency.

Role Summary

We are looking for a
Relationship Manager – Wealth Management

to
reactivate existing clients, grow AUM,

and acquire new investors

primarily through
telephonic engagement and referrals

.

An ideal candidate is proactive, persuasive, and passionate about building meaningful financial relationships.

Key Responsibilities

 Reactivate inactive clients PAN-India via phone / online engagement.

 Encourage clients to Start SIPs or invest in mutual funds, Direct Equity ,PMS, or bonds.

 Achieve SIP and AUM mobilization targets as per plan.

 Source new clients through referrals and personal networks.

 Conduct portfolio reviews, performance updates, and client follow-ups.

 Maintain accurate CRM records and adhere to SEBI / AMFI compliance standards.



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