Relationship Manager For Wealth Management Firm

• Prepare investment plan, proposals & coordinate for its execution.
• Manage new client onboarding, KYC, account opening, and ongoing servicing.
• Support mutual fund research, prepare market updates, presentations, and investor education material.
• Coordinate with existing clients for servicing their queries.
• Shadow us in client meetings, calls, and daily operations to learn how we work and how our clients are serviced
• Gradually take on direct client interaction and independent servicing as they learn our clients and processes.Role & responsibilities

Preferred candidate profile

1-4 years of experience in wealth management, mutual funds, or financial services.

• Good understanding of financial markets and investment products.
• Excellent communication, coordination, and execution skills.
• High attention to detail and strong execution capabilities.
• Proficiency with spreadsheets, reporting tools, and basic financial calculations; familiarity with investment products is an advantage.
• Bachelor's degree in Finance, Commerce, Business, or a related field; prior experience in wealth management or financial services operations is preferred

Perks and benefits

Performance linked Bonus

Mentorship from senior Management

Exposure to diverse client base

Exposure to Large range of Financial Products