Wealth Relationship Manager

8 hours ago

Vadodara, Gujarat, India LAKSHMISHREE INVESTMENT & SECURITIES Full time ₹ 3,00,000 - ₹ 4,00,000 per year

Total years of Experience: 1 to 2 years

About the Role:

We are looking for a motivated and dynamic Investment Relationship Officer to join our growing team. The ideal candidate will be responsible for developing new business opportunities, acquiring clients, and building long-term relationships to drive revenue growth. Candidates with experience in stock broking, mutual funds, or financial services will be preferred.

Key Responsibilities:

  • Identify and generate new business opportunities through digital platforms, referrals, and field outreach.
  • Engage with company-provided leads to convert them into active business partners and associates.
  • Onboard new Authorized Persons (APs), Sub-Brokers, Business Associates, and Channel Partners to enhance market presence.
  • Provide end-to-end setup and operational support to existing partners to ensure seamless business operations.
  • Achieve defined business growth and revenue targets aligned with organizational goals.
  • Present and articulate partnership opportunities, business models, and proposals to potential clients.
  • Develop and tailor business solutions according to client requirements and market dynamics.
  • Maintain accurate, real-time records of all client interactions and activities within the CRM system.

Job Type: Full-time

Pay: ₹18, ₹25,000.00 per month

Work Location: In person

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