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Relationship Manager

MONEYLICIOUS INVESTMENTS AND CONSULTING SERVICES PRIVATE LIMITED

5 - 10 years

Jaipur

Posted: 21/03/2026

Getting a referral is 5x more effective than applying directly

Job Description

Were Hiring: Wealth Relationship Manager


If you believe wealth management is about understanding peoplenot just pitching productsthis role is for you.


Locations: Kolkata | Jaipur | Ahmedabad

Experience: 3+ Years in B2C Sales (In Capital Market Domain)


What Youll Be Doing:


You wont just sellyoull advise, guide, and build lasting relationships.


Work closely with clients to understand their financial aspirations

Design personalized investment strategies across asset classes

Drive business growth through meaningful client engagement

Stay ahead of market trends and translate them into actionable insights

Build a strong book of clients and become their go-to advisor


Product Suite Youll Handle:

A diverse range to truly create impact:

Equity

Mutual Funds

Structured Products

Insurance

PMS (Portfolio Management Services)

AIF (Alternative Investment Funds)


If youre ready to move from just selling products to building wealth stories, wed love to connect.

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