Relationship Manager – Wealth Management (Mutual Funds & PMS)

Job Details:

- Job Type: Full-Time / Part-Time / Contractual
- Work Location: Remote (Work from Home)
- Industry: Financial Services / Wealth Management
- Company Name: Karv Capital (karvcapital.in)

Job Description

Are you a results-driven financial sales professional with strong networking skills? Karv Capital is looking for ambitious Relationship Managers on a Full-Time, Part-Time, or Contractual basis to join our team remotely.

In this role, you will be responsible for prospecting High Net Worth Individuals (HNWIs) / elite clientele, generating leads, and converting them into long-term wealth management clients by offering Mutual Funds and Portfolio Management Services (PMS).

Key Responsibilities:

- Client Acquisition: Identify, network with, and pitch wealth management solutions to elite-class clients, Ultra-HNIs, and affluent families.
- Lead Generation & Conversion: Proactively source investment leads and guide prospects through the onboarding and investment journey.
- Financial Advisory: Assess client financial profiles and recommend suitable Mutual Fund schemes and PMS strategies aligned with their investment goals.
- Relationship Management: Maintain high-touch ongoing relationships with clients to ensure satisfaction and portfolio growth.
- Compliance & Company Norms: Adhere strictly to SEBI regulations, industry guidelines, and Karv Capital's internal compliance standards.

Pay & Benefits Structure:





We offer versatile models tailored to your work preferences:

- Full-Time Role:
- Fixed Base Salary + Attractive Variable Incentives
- Career growth into leadership roles within wealth management.
- Part-Time / Contractual Role:
- Incentive-Only Model (Uncapped)
- Earning Potential: High-performing part-time advisors can earn up to ₹1,000,000 (1 Lakh+) per month based on lead conversion volume and AUM (Assets Under Management) generated.

Additional Benefits:

- 100% Remote / Work From Anywhere: Enjoy full location independence.
- Versatile Working Hours: Set your schedule around client calls and networking.
- Product Support: Complete back-office, administrative, and research support from Karv Capital.

Required Qualifications & Skills:

- Experience: 1+ years of experience in Wealth Management, Financial Services, Private Banking, or Insurance / Mutual Fund sales.
- Target Audience Focus: Proven ability or existing network to connect with High-Net-Worth (HNI) / Elite class clients.
- Product Knowledge: Good understanding of Mutual Fund products, Asset Classes, and Portfolio Management Services (PMS).
- Certifications (Preferred): Valid NISM Series V-A (Mutual Fund Distributors Certification) or relevant financial industry certifications.
- Soft Skills: Excellent verbal and written communication, strong persuasive skills, and professional phone/video etiquette.

Pay: Up to ₹100,000.00 per month

Work Location: Remote

📌 Relationship Manager (India)
🏢 Karvesta
📍 India