We’re Hiring | Wealth Management Associate

Join Rishi Wealth

Are you passionate about helping clients build wealth and achieve their financial goals? Join our growing team and work directly with the Founder’s Office, gaining hands-on exposure to wealth management, client relationship management, business development, and leadership.

Key Responsibilities

- Build and nurture long-term relationships with clients.
- Understand clients’ financial goals and assist in identifying suitable financial solutions based on their needs and risk profile.
- Distribute financial products, including Mutual Funds, SIPs, Fixed Deposits, Bonds, PMS, SIFs, NPS, Insurance, and other approved wealth management solutions
- Conduct periodic portfolio reviews and provide timely updates on investments and market developments, where applicable.
- Drive business growth by acquiring new clients and strengthening existing client relationships.
- Work closely with the Founder’s Office on strategic initiatives, business development, and key client relationships.

Requirements

- Experience in Wealth Management is Mandatory.
- Strong knowledge of Mutual Funds, SIPs, Fixed Deposits, Bonds, PMS, SIFs, NPS, Insurance, and Financial Planning.
- Strong client acquisition and business development skills.
- Excellent leadership qualities with the ability to take ownership,



mentor others, and grow into future leadership roles.
- Excellent communication, negotiation, and relationship management skills.
- Self-driven, target-oriented, and committed to delivering exceptional client service.
- Valid NISM Certification is Mandatory.
- Thorough understanding of and commitment to regulatory compliance, ethical business practices, and client confidentiality.

Why Join Rishi Wealth?
- Opportunity to work directly with the Founder’s Office.
- Fast-track career progression with future leadership opportunities.
- Exposure to strategic decision-making and business growth initiatives.
- Collaborative and professional work environment.
- Continuous learning and professional development in wealth management.

? Location: Mumbai

? Apply Now: [email protected]

Join Rishi Wealth and help clients create, grow, and preserve their wealth while building a rewarding career in a skilled.

Rishi Wealth is an equal opportunity employer. All hiring decisions are based on merit, qualifications, business requirements, and applicable laws and regulations.

#Hiring #WealthManagement

#BusinessDevelopment #ClientAcquisition #Leadership #MutualFunds #SIP #PMS #SIF #NPS #Insurance #FinanceJobs #NISM #MumbaiJobs #RishiWealth

📌 Wealth Management Associate (Mumbai)
🏢 Rishi Wealth
📍 Mumbai