Relationship Manager

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

Fresher or up to 1 or 2 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.