Company Description RS Wealth Management Pvt. Ltd. is a one-stop financial services firm offering clients a broad range of investment options, products, and trading services. Incorporated in 2013, the company aims to be a highly respected and trustworthy financial organization, providing advanced platforms for trading in equity, equity derivatives, commodity derivatives, and currency derivatives listed on India’s recognized stock exchanges.

RS Wealth Management is a member of NSE, BSE, and MCX, and also facilitates investments in mutual funds, insurance, digital signature certificates, and e-stamping. The firm serves a diversified client base, including corporates, institutions, high net-worth individuals, NRIs, trusts, and retail clients. Its team consists of experienced financial professionals such as Chartered Accountants, Company Secretaries, CFA charter holders, MBAs, and industry specialists, supported by ongoing training and strong research capabilities.

Role Description The Senior Relationship Manager is a full-time, on-site role based in New Delhi, responsible for managing and growing a portfolio of clients across segments such as HNIs, NRIs, institutions, and corporate clients. This role involves developing and maintaining long-term client relationships, understanding client financial goals, and recommending suitable investment products and trading strategies across equity, derivatives, commodities, currencies, and mutual funds.

The Senior Relationship

Manager will monitor client portfolios, provide regular performance updates, and coordinate with internal research, operations,



and product teams to deliver timely and tailored solutions. Daily activities include prospecting and onboarding new clients, conducting meetings and reviews, ensuring adherence to regulatory and compliance requirements, and maintaining accurate documentation and CRM records. The role also requires staying informed about market trends, product changes, and regulatory developments to provide informed guidance and high-quality service.

Qualifications

Robust client relationship management, stakeholder engagement, and customer service skills, with the ability to handle a diversified client base (HNIs, NRIs, institutions, corporates, and retail).

Solid knowledge of financial markets and products, including equity, derivatives, commodities, currencies, mutual funds, and insurance, with the ability to match products to client needs.

Proficiency in sales, business development, and portfolio growth, including prospecting, negotiation, and closing, while maintaining ethical and compliant practices.

Analytical and research-oriented mindset, able to interpret market research, reports, and recommendations, and translate them into actionable advice for clients.

Excellent communication and presentation skills, both written and verbal, with strong interpersonal skills and the ability to explain complex financial concepts clearly.

Comfort with trading platforms, CRM systems, and standard office software; ability to maintain accurate records and documentation.

Relevant educational background such as a bachelor’s degree in Finance

📌 Senior Relationship Manager (New Delhi)
🏢 RS WEALTH MANAGEMENT
📍 New Delhi