Wealth Manager / Relationship Manager
Core
Guide clients through a hyper-personalised financial journey, helping them make informed decisions on investments, insurance, and wealth management via inbound and outbound channels.
Role type
Wealth Manager / Relationship Manager
Builds
Long-term client relationships and a high-quality consultative experience across the customer lifecycle
Domain
Fintech / Wealth Management
Deliverable
client delivery
Required skills
Client engagement, financial needs analysis, consultative selling, CRM management, relationship building, onboarding support, cross-functional coordination
Preferred skills
Experience with affluent/high-income customers, knowledge of mutual funds/insurance, NISM/AMFI/IRDAI certifications
Technologies
CRM
Responsibilities
Conduct discovery calls to understand client financial situations and goals; guide clients through onboarding and the WealthUp journey; maintain accurate records of client interactions in the CRM; proactively engage clients to drive retention and identify new financial opportunities; coordinate with internal teams to resolve client queries; support clients across investments, insurance, and other financial solutions.
Seniority
Mid-level (1.5–4 years experience)