Job Title: Relationship Manager- Wealth
Job Location: Mumbai
About us:-
Based in Thane, Maharashtra we offer customised investment solutions to clients. We provide a range of financial products including life mutual funds, life insurance and health insurance for comprehensive financial planning.
Job Description:
Relationship Manager – Wealth Management (Prospecting via phone and in-person client visits across Thane / Mumbai. Company-paid conveyance provided.) (Freshers can also apply)
Responsibilities:
- Build client relationships & understand financial needs.
- Educate clients on mutual funds & protection (insurance) options
- Provide personalised investment suggestions.
- Stay updated on market trends and industry regulations.
Requirements:
- Strong communication and interpersonal skills.
- Knowledge of financial products (insurance, mutual funds, etc.).
- Sales and relationship management experience.
- Bachelor’s degree in Finance, Business, or related fields.
- AMFI (NISM Series V-A) / CWM Certification (or willingness to obtain).
Benefits:
Competitive salary and benefits, up to ₹5L per annum + incentives (based on experience/education).
Professional development & career growth.
Supportive work environment.
