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 9321176637 for further details.