Relationship Executive - Wealth Management

Job Profile – Relationship OfficerWealth Management / Mutual Funds

Company

G2P Wealth

Location

Kolkata

Department

Wealth Management – Sales & Client Relationship

Employment Type

Full-Time

Experience

1–4 Years

Qualification

Graduate in any discipline; MBA/Finance qualification preferred

Job Overview

G2P Wealth is looking for energetic and client-focused Relationship Officers to join our Wealth Management team. The role will focus on new client acquisition, relationship building, investment discussions, SIP generation, and servicing existing investors.

The ideal candidate should be comfortable interacting with clients, understanding their financial requirements, generating new business, and developing long-term client relationships.

Key Responsibilities

Acquire new clients for Mutual Funds, SIPs and other wealth management solutions.

Generate new business through company-provided leads, referrals, networking and self-sourcing.

Contact prospective clients and schedule meetings for investment discussions.

Understand clients' financial objectives, investment horizon and risk profile before discussing suitable investment solutions.

Drive monthly SIP acquisition and lump-sum investments.

Build and maintain long-term relationships with clients.

Regularly follow up with existing clients for additional investments and portfolio servicing.

Identify opportunities for cross-selling and increasing wallet share from existing clients.

Assist clients with KYC, investment documentation, transactions and other onboarding requirements.

Maintain accurate records of leads, follow-ups, meetings and business generated in the CRM.

Achieve assigned monthly and quarterly business targets.

Participate in investor awareness programs, client meetings and promotional activities.

Maintain high standards of customer service, confidentiality and regulatory compliance.

Candidate Profile

1–4 years of experience in relationship management, mutual fund distribution, wealth management, banking, securities, NBFC, insurance or financial-product sales preferred.

Fresh graduates with strong communication and sales aptitude may also be considered for junior positions.

Good communication and interpersonal skills.

Comfortable with client acquisition and target-oriented sales.

Ability to develop and maintain long-term customer relationships.

Basic understanding of mutual funds, SIPs and investment products is preferred.

Working knowledge of CRM and MS Office would be an advantage.

NISM Series V-A certification would be preferred.

Key Performance Areas

Performance will primarily be evaluated on new client acquisition, number and value of SIPs generated, lump-sum investments, client meetings, conversion ratio, AUM mobilization, client retention and quality of customer servicing.

Pay

₹150,000.00 - ₹240,000.00 per year

Benefits

Cell phone reimbursement

Paid sick time

Provident Fund

Work Location

In person