Relationship Manager

Were Hiring | Relationship Manager / Investment Advisor (Wealth Management)

Location: Lower Parel, Mumbai (On-site)

Working Days: 5 Days a Week

Experience: 7+ Years

CTC: Up to 7 LPA

Joining: Immediate joiners preferred

Preference: Candidates currently based in Mumbai

We are looking for a dynamic and client-focused professional to join our Wealth Management team. This role is ideal for someone who enjoys building strong client relationships and has a solid understanding of financial/investment products.

• Manage and grow relationships with HNI/UHNI clients
• Drive sales and business development for wealth products (PMS, Mutual Funds, etc.)
• Acquire new clients and achieve revenue targets
• Provide investment advice and portfolio insights
• Conduct regular client meetings and portfolio reviews
• Stay updated with market trends and share relevant insights with clients
• Collaborate with internal teams for smooth onboarding and service delivery

• 7+ years of experience in Wealth Management / Financial Services Sales
• Strong experience handling HNI/UHNI clients
• Good knowledge of Mutual Funds, PMS, and investment products
• Proven track record of achieving sales/revenue targets
• Excellent communication, negotiation, and relationship-building skills
• Willingness to meet clients and travel within the city when required

• Opportunity to work with a growing wealth/investment platform
• High client exposure and relationship ownership
• Performance-driven culture with growth opportunities

Interested candidates can apply or share their CVs via DM

Feel free to tag or refer someone who fits this role!