Relationship Manager

2 days ago

Mumbai, Maharashtra, India Dalmia Wealth Pvt Ltd Full time ₹ 12,00,000 - ₹ 36,00,000 per year

About the Company

Dalmia Wealth Pvt. Ltd. is one of the largest mutual fund distribution companies in India.

Role Overview

We are looking for a proactive and confident
Relationship Manager
to handle incoming leads, build strong client relationships, and convert prospects into long-term investors. The ideal candidate must have excellent communication skills, strong investor awareness, and a genuine passion for financial markets and wealth creation.

Key Responsibilities

·       
Call and qualify inbound leads
generated through marketing campaigns, referrals, and digital channels.

·       
Understand clients' financial goals
(risk profile, time horizon, tax needs) and recommend suitable
Mutual Fund products
, other wealth products.

·       
Convert prospects into active investors
by building trust and offering clear, goal-based investment advice.

·       
Follow a structured sales process
— contacting, explaining, convincing, closing, and onboarding.

·       
Maintain and update CRM
with call logs, follow-ups, and client requirements.

·       
Drive monthly sales targets,
including SIP registrations, lump-sum investments, and AUM growth.

·       
Provide post-sales service,
ensuring high client satisfaction and repeat investments.

·       
Coordinate with the operations team
for seamless account opening, KYC, and transaction processing.

·       
Stay updated
with the latest AMFI, SEBI, and market developments to deliver informed recommendations.

Required Skills & Qualifications

·       Minimum
1–3 years of experience
in Mutual Funds / BFSI sales.

·       
NISM V-A (Mutual Fund Distributor Certification)
is preferred or must be completed within 1 month of joining.

·       Strong ability to
explain financial concepts
in simple language.

·       Excellent
communication & persuasion skills
.

·       High ownership, discipline, and follow-up ability.

·       Comfortable with
targets and incentive-based roles
.

Performance Indicators (KPIs)

·       New Clients onboarded

·       Monthly SIP book added

·       AUM growth

·       Lead-to-client conversion ratio

·       Client satisfaction & retention

·       Timeliness of follow-ups and CRM updates

Compensation

·       
Fixed Salary:
As per industry standards

·       
Incentives:
Attractive performance-linked incentives based on SIP & AUM growth

·       
Other Benefits:
Training + growth opportunities in wealth management

Why Join Us?

·       Work directly with a fast-growing wealth-management firm

·       Excellent learning in financial advisory, MF products, and market insights

·       Clear career progression into Senior RM / Team Lead roles

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