Website: www.kmcsolutions.co.in
Role Description:
This is a full-time Remote role for a Wealth Relationship Manager. The WRM will build and foster client relationships from Open Market, guiding clients to achieve their financial goals. The role is target-driven and also involves delivering comprehensive wealth management solutions, ensuring client satisfaction & retention, along with AUM Growth.
Key Responsibilities :
- Establish, onboard, and expand open-market client networks and referral partnerships.
- Acquire High-Net-Worth and affluent investors while ensuring consistent AUM inflows.
- Assume ownership of monthly and quarterly performance targets and deliver sustainable growth.
- Collaborate closely with advisory, product, and marketing teams to close high-value transactions.
- Monitor partner productivity and implement strategies to enhance conversion ratios.
- Ensure all sourcing activities comply with regulatory and internal quality standards.
- Provide clients with strategic investment guidance, portfolio management support, and risk-profiling analysis to support effective wealth creation.
Key Performance Indicators (KPIs):
- AUM growth and net inflows
- Client acquisition and retention rate
- Conversion ratio from leads to investments
- Revenue generated per quarter
- Compliance adherence and quality score
Qualifications:
- Strong analytical skills with experience in financial analysis, portfolio management, and investment evaluation
- Proficiency in client relationship management, networking, and business development strategies from Open Market.
- Excellent verbal and written communication skills, including the ability to present and explain complex financial concepts
- In-depth knowledge of market trends, asset classes, and investment products
- Relevant qualifications such as a Bachelor’s/Master's degree in Finance, Business, Economics, or a related field; advanced certifications/Experience in Product selling is an added advantage.
- Proven experience in wealth management, financial advisory, or a related field is highly preferred
- Self-motivation, ability to work independently in a remote environment, and strong organizational skills
Compensation & Benefits: Looking for a bucket of 6-12 LPA Plus Performance based Quarterly Incentives/ Variables Post achieving targets Linked to AUM Growth and Client retention. Working Days: Monday to Friday (Saturday & Sunday Off).
Pay: ₹50,000.00 - ₹100,000.00 per month
Benefits:
Work Location: Remote
