Job Description

We are looking for a agile Wealth Relationship Manager to acquire, manage, and grow relationships with affluent customers. The ideal candidate will provide personalized financial solutions, understand clients' investment goals, and recommend suitable financial products such as mutual funds, insurance, fixed deposits, and other wealth management solutions. The role requires strong relationship-building, sales, and financial advisory skills to achieve business targets while delivering excellent customer service.

Key Responsibilities

- Acquire new customers through referrals, networking, and lead generation.
- Build and maintain long-term relationships with existing clients.




- Understand clients' financial goals and recommend appropriate investment and protection solutions.
- Promote and sell wealth management products, including mutual funds, insurance, fixed deposits, bonds, and other financial products.
- Conduct regular portfolio reviews and provide financial planning advice.
- Cross-sell and upsell financial products based on customer needs.
- Achieve monthly sales and revenue targets.
- Ensure compliance with regulatory guidelines and company policies.
- Maintain accurate customer records and documentation.
- Deliver high-quality customer service and resolve client queries promptly.

📌 Relationship Wealth Manager (Telangana)
🏢 Advitha Associate
📍 Telangana