Wealth Relationship Manager

17 hours ago


Allahabad, Uttar Pradesh, India LAKSHMISHREE INVESTMENT & SECURITIES Full time ₹ 2,50,000 - ₹ 4,00,000 per year

Total years of Experience: 1 to 2 years

Key Responsibilities

  • Identify and pursue new business opportunities while proactively engaging with potential clients.
  • Convert company-provided leads into active and long-term business partners.
  • Assist existing Authorized Persons in expanding business operations and ensuring smooth execution.
  • Drive revenue growth through strategic client acquisition and strong relationship management.
  • Conduct impactful business presentations to effectively communicate partnership opportunities.
  • Customize proposals to meet the unique objectives and business needs of each prospect.
  • Maintain precise and up-to-date records of all client communications 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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