Relationship Manager - Wealth Management

Job Description: Investment Relationship Manager / Wealth Manager

Position Title: Investment Relationship Manager / Wealth Manager

Location: Thane (Office-Based)

Gender Preference: Females Only

Experience Required: 1+ years of relevant experience in Wealth Management, Financial Planning, Investments, Mutual Funds, or Client Servicing

About the Role

We are seeking an articulate and analytical Investment Relationship Manager / Wealth Manager to manage, service, and grow our existing high-value client base. This is primarily an office-based client management role focused on portfolio servicing, investment advisory assistance, transaction execution, and long-term client relationship management.

Key Roles & Responsibilities

· Client Relationship & Servicing: Serve as the primary point of contact for existing clients, handling day-to-day requirements, portfolio updates, and investment-related queries.

· Portfolio Management & Planning: Develop a deep understanding of each client’s financial goals and assist in preparing portfolio reviews, investment strategy discussions, and financial plans.

· Transaction & Execution Follow-ups: Proactively follow up with clients regarding investment allocations, documentation, onboarding, and transaction processing.

· Business Growth & Upselling: Identify cross-selling and upselling opportunities within existing client portfolios and convert prospective leads into active investors.

· Internal Coordination: Collaborate with internal research and investment desks to ensure timely, precise, and high-quality communication to clients.

· Relationship Building: Maintain consistent touchpoints with clients to build long-term trust and sustained business engagement.

Candidate Profile & Requirements

· Domain Knowledge: Sound understanding of financial markets, mutual funds, wealth management products, and financial planning principles.

· Analytical & Numerical Aptitude: Strong comfort level working with data, numbers, financial reports, and investment metrics.

· Communication Skills: Excellent verbal and written communication skills with the confidence to independently interact with and present to affluent clients.

· Work Experience: Preferred background in Mutual Funds, Wealth Management, Broking, Private Banking, or Financial Advisory firms.

· Attributes: Proactive, self-driven, detail-oriented, and genuinely passionate about wealth management and client advisory.

Pay: ₹323,000.00 - ₹400,000.00 per year

Work Location: In person