Wealth Manager & Relationship Manager

Hyderabad – 01/07/2024

Job Title

Wealth Manager & Relationship Manager

Job Location – Hyderabad


About the Company

Jama Wealth is a pioneer in the FinTech realm, dedicated to shaping the future of Wealth Management Services through the integration of advanced AI and ML research. Our commitment is to design superior portfolios, targeting the generation of substantial wealth for our clients.

Position Overview: We are seeking a highly skilled and experienced Senior Relationship Manager to join our dynamic team in a playing captain role. The ideal candidate will have a proven track record in managing client relationships and a deep understanding of financial investments and products. This role requires excellent communication skills, a strategic mindset, and the ability to lead and manage a team effectively.

Key Responsibilities:

  • Client Relationship Management:
  • Manage and grow a portfolio of high net-worth clients.
  • Ensure exceptional client service by addressing client needs and concerns promptly and effectively.
  • Develop and maintain strong, long term relationships with clients.
  • Team Leadership and Management:
  • Lead, mentor, and manage a team of relationship managers.
  • Foster a collaborative and high-performance team environment.
  • Ensure team members achieve their individual and team goals.
  • Business Development:
  • Leverage an existing client base to identify and pursue new business opportunities.
  • Develop and implement strategies to attract and retain clients.
  • Drive wealth generation opportunities through innovative financial solutions.
  • Financial Expertise:
  • Provide expert advice on financial investments and products.
  • Stay up-to-date with market trends and regulatory changes.
  • Develop and present financial plans and investment strategies to clients.
  • Performance Management:
  • Set performance targets for the team and monitor progress.
  • Implement a fast-track promotion and increment plan for exceptional performance.
  • Manage and report on key performance indicators (KPIs).
  • Communication and Interpersonal Skills:
  • Exhibit excellent verbal and written communication skills.
  • Demonstrate strong interpersonal skills to build rapport with clients and colleagues.
  • Ensure clear and transparent communication within the team and with clients.
  • Incentive Programs:
  • Participate in attractive incentive programs based on performance.
  • Benefit from wealth generation opportunities through Employee Stock Ownership Plans (ESOPs).
  • Enjoy competitive compensation with additional rewards for achieving targets.


  • Minimum of 5 years of experience as a Senior Relationship Manager.
  • Undergraduate degree is required; MBA is advantageous
  • Should have NISM V-A and NISM XXI certifications
  • Proven track record of managing a client base and delivering exceptional client service.
  • Strong knowledge of financial investments and products.
  • Excellent communication, analytical, and presentation skills.
  • Demonstrated team management and leadership experience.

Why Join Us:

  • Opportunity to lead and grow within a forward-thinking financial institution.
  • Collaborative and inclusive work environment.
  • Opportunities for professional development and career advancement.
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