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VXL Drugs and pharmaceutical (P) Ltd.
We are seeking a proactive, client-focused
Relationship Manager / Client Lead to drive business growth and manage end-to-end client relationships within our Wealth Management division.
In this role, you will be doing lead generation, ensure seamless client onboarding, deliver exceptional portfolio servicing, and maintain long-term client trust through regular reporting and strategic engagement.
Key Responsibilities * Lead Generation & Pipeline Management: Identify, nurture, and convert potential prospects into active clients while maintaining a healthy pipeline * Seamless Client Onboarding: Lead the complete onboarding journey, including KYC verification, document processing, compliance checks, and account setup. *
Relationship Management: Serve as the primary point of contact for clients, delivering personalized communication, proactively addressing inquiries, and building lasting client trust.Qualifications & Requirements *
Education & Certifications: Bachelor’s degree in Finance. NISM Series V-A (Mutual Fund Distributors) or NISM Series V-D certifications are preferred. * Experience: 1–3 years of experience in wealth management, private banking, financial sales, or client servicing. *
Domain Knowledge: Strong grasp of financial products, mutual funds, portfolio metrics, and wealth management strategies. *
Core Skills: * Excellent verbal and written communication in English, coupled with strong interpersonal skills. * Microsoft Excel, and PowerPoint for presentation. * Valid driving license and personal vehicle ownership are a plus for local client travel.
Pay: ₹19,000.00 - ₹25,000.00 per month
Education:
Work Location: In person