Relationship Manager-Wealth Product @ Andromeda

Job Description

Greetings From Andromeda !!

We are seeking a dynamic and driven Relationship Manager to strengthen our business in Wealth, Corporate Fixed Deposits, and Mutual Funds, Insurance. The role involves direct client engagement, business development, and enabling internal teams to cross-sell and scale these products effectively.

Role & responsibilities

• Acquire and manage clients across retail, HNI, and corporate segments for Wealth, Insurance, CFDs, and Mutual Funds.
• Support internal verticals (Loans, Insurance, Mutual Funds, Branch Banking) in cross-selling investment products.
• Stay updated on market trends, product offerings, and ROI across insurers, AMCs, and NBFC issuers.
• Conduct product awareness sessions and training for internal stakeholders.
• Track and maintain product comparisons, performance trackers, and ROI sheets.
• Manage end-to-end processes: client onboarding, documentation, renewals, redemptions, and service support.
• Maintain MIS reports and dashboards for business reviews and planning.

Preferred candidate profile

• 13 years of experience in Wealth/Investment Products, Insurance, or Mutual Fund sales.
• Good understanding of Corporate FDs, Mutual Funds, Insurance solutions, and other investment instruments.
• Proficiency in Excel, PowerPoint, and reporting tools.
• Strong interpersonal skills with a collaborative and client-centric approach.

What We Offer

• Opportunity to work across diverse and fast-growing financial product verticals.
• Competitive compensation with performance-linked incentives.
• Exposure to top issuers, insurers, and mutual fund houses in the market.

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Rs 0 - 50K PM Rs 50K - 1 LPA Rs 1.0 - 1.5 LPA Rs 1.5 - 2.0 LPA Rs 2.0 - 2.5 LPA Rs 2.5 - 3.0 LPA Rs 3.0 - 3.5 LPA Rs 3.5 - 4.0 LPA Rs 4.0 - 4.5 LPA Rs 4.5 - 5.0 LPA Rs 5 - 6 LPA Rs 6 - 7 LPA Rs 7 - 8 LPA Rs 8 - 9 LPA Rs 9 - 10 LPA Rs 10 - 12 LPA Rs 12 - 14 LPA Rs 14 - 16 LPA Rs 16 - 18 LPA Rs 18 - 20 LPA Rs 20 - 22 LPA Rs 22 - 24 LPA Rs 24 - 26 LPA Rs 26 - 28 LPA Rs 28 - 30 LPA Rs 30 - 32 LPA Rs 32 - 34 LPA Rs 34 - 36 LPA Rs 36 - 38 LPA Rs 38 - 40 LPA Rs 40 - 42 LPA Rs 42 - 44 LPA Rs 44 - 46 LPA Rs 46 - 48 LPA Rs 48 - 50 LPA Rs 50 - 75 LPA Rs 75 Lakh - 1C PA Rs 1 Crore+ PA

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Keyskills:   Fixed Deposits Mutual Funds Sales Corporate Finance