Wealth Relationship Manager

4 days ago


Lucknow, Uttar Pradesh, India LAKSHMISHREE INVESTMENT & SECURITIES Full time ₹ 1,80,000 - ₹ 2,50,000 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 on-field initiatives.
  • Engage with company-provided leads to convert them into active partners and associates.
  • Acquire new Authorized Persons (APs), Sub-Brokers, Business Associates, and Channel Partners to strengthen business expansion.
  • Provide comprehensive setup and operational support to existing Authorized Persons for seamless business execution.
  • Achieve assigned business growth and revenue targets in line with organizational objectives.
  • Present and articulate business proposals and partnership models effectively to potential prospects.
  • Develop and customize business solutions based on each prospect's needs and market potential.
  • Maintain accurate, real-time records of all client interactions and progress within the CRM system.

Job Type: Full-time

Pay: ₹18, ₹25,000.00 per month

Work Location: In person


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