Wealth Relationship Manager

Role Overview:

We are looking for a dynamic and ambitious Wealth Management Relationship Manager to join our team in Mumbai . This role is ideal for individuals who are passionate about financial markets, investments, and client engagement. A key responsibility of this position is acquiring new clients, building long-term relationships, and driving revenue growth through the sale of wealth management solutions.

Key Responsibilities:

• Drive client acquisition and generate new business opportunities through networking, referrals, prospecting, and relationship-building activities.
• Achieve defined sales, acquisition, and revenue targets for wealth management products.
• Promote and sell investment and protection solutions including Mutual Funds, Insurance, PMS, AIFs, Bonds, and other wealth management products.
• Build, manage, and nurture long-term relationships with clients by understanding their financial goals and providing suitable solutions.
• Conduct client meetings, presentations, and investment pitches to acquire and retain clients.
• Develop personalized financial strategies based on clients' risk profiles and financial objectives.
• Monitor financial markets and stay updated on investment opportunities and market trends.
• Ensure a high standard of client service and ongoing portfolio engagement.

Eligibility and Qualifications:

• MBA / PGDM graduates (Finance, Marketing, Wealth Management, or related disciplines) and CFP-qualified candidates are encouraged to apply.
• Freshers with a strong interest in financial services, investments, and client acquisition are welcome.
• Candidates with prior experience in sales of financial products such as Mutual Funds, Insurance, PMS, AIFs, or related products will be preferred.
• Strong communication, presentation, sales, and interpersonal skills.
• Ability to build relationships, influence clients, and generate business.
• Understanding of financial markets, investments, and wealth management concepts is preferred.

Ideal Candidate:

• Self-motivated and target-oriented with a strong sales mindset.
• Comfortable with business development and client acquisition responsibilities.
• Passionate about financial markets, investments, and wealth creation.
• Strong relationship-building and networking abilities.
• Looking to build a long-term career in wealth management and financial services.

Interested candidates may share their updated CV at or contact us on for further details.