Job description
We are looking for enthusiastic and driven individuals to join our Wealth Management team as Relationship Managers. The ideal candidate may be a fresher but should possess sound knowledge of Mutual Funds, PMS, and AIF products. This role requires strong communication skills, a client-first attitude, and a passion for investment management.
Responsibilities
- Build and maintain client relationships while understanding their financial goals and challenges.
- Recommend suitable investment products (Mutual Funds, PMS, AIF) based on client needs.
- Assist in portfolio reviews, investment analysis, and reporting.
- Present value propositions and explain financial concepts to clients in simple terms.
- Work with internal teams to deliver the best client experience.
- Support in business development, client acquisition, and portfolio management.
Qualifications
- 1 to 3 years of experience in financial services.
- Strong knowledge of Mutual Funds(mandatory).
- Graduate / Postgraduate in Finance, Commerce, or related fields.
- NISM certification (preferred, not mandatory).
- Excellent communication & interpersonal skills.
- Passionate about finance, investments, and wealth management.
- A good team player with eagerness to learn and grow.
What We Offer
- Hands-on exposure in wealth management & investment advisory.
- Mentorship and career growth opportunities.
- Competitive package with performance-linked incentives.
Pay: ₹300,000.00 - ₹500,000.00 per year
Work Location: In person
