Relationship Manager

About Aurivox

Aurivox is a financial distribution firm focused on delivering structured, multi-asset wealth solutions to discerning investors. We specialize in Mutual Funds, Direct Equities, Fixed Income, PMS, AIFs, Insurance, Bonds and Structured Products.

We are building a high-trust, high-performance advisory platform focused on long-term wealth creation.

Role Overview

We are looking for a driven and dynamic Relationship Manager with 25 years of experience in financial services.

The ideal candidate will be responsible for managing existing client relationships, generating new business, and ensuring high-quality service delivery across investment products.

This role requires strong communication skills, basic market understanding, and a client-centric mindset.

Key Responsibilities

• Acquire and manage HNI clients for wealth solutions
• Liaison with the back end team for right solutions to the clients
• Drive AUM growth through systematic client engagement
• Cross-sell Mutual Funds, Insurance, Bonds, PMS, AIFs based on client suitability
• Ensure proper documentation, KYC compliance and regulatory adherence
• Coordinate with various operations teams for smooth onboarding and transaction execution
• Maintain periodic portfolio review discussions with clients
• Stay updated with market trends, product features and regulatory changes

Candidate Profile

• 25 years experience in sales of financial services (Banking, Wealth Management, AMC, Broking, Distribution, NBFC)
• Strong communication and relationship-building skills
• Understanding of Mutual Funds and basic capital market products is essential
• NISM V-A certification mandatory (Mutual Fund Distributor)
• Self-motivated and target-driven
• Comfortable working with performance-linked incentives

What We Offer

• Competitive fixed salary + performance-based incentives
• Opportunity to work with a fast growing wealth platform
• Exposure to multi-asset investment products
• Strong learning environment and direct founder interaction
• Clear growth path in client advisory & wealth management

Ideal Candidate Personality

Relationship-focused

Ethical and compliance-conscious

Long-term career mindset

Presentable and professional

Comfortable handling HNI conversations

Compensation Structure

• Fixed pay (as per experience)
• Performance-linked revenue incentive
• Reimbursement of conveyance and mobile expenses