Company Description
Blue Pelican Wealth is a boutique wealth management and financial planning firm focused on helping individuals and families achieve long-term financial well-being. The firm offers personalized, one-on-one guidance across retirement planning, wealth building, taxation, insurance, and estate management for Resident Indians, HNIs, and NRIs. Guided by the symbolism of the Blue Pelican—wisdom, abundance, and protected navigation—the team strives to simplify complex financial decisions through expertise and trust. Blue Pelican Wealth is on a mission to educate people about financial literacy and empower them to live financially confident, happy, and stress-free lives, aiming to help clients achieve financial freedom within 10–15 years through its SMM principle. Its services span financial planning, investment counseling, tax and retirement planning, risk and estate planning, mutual funds, equities, fixed income, insurance, PMS, and AIF offerings.

Role Description
This is a full-time, on-site Relationship Manager role based in Ahmedabad.



The Relationship Manager will manage and grow client relationships by understanding their financial goals, recommending suitable wealth management and financial planning solutions, and ensuring ongoing satisfaction. Daily responsibilities include meeting existing and prospective clients, conducting financial needs assessments, explaining products and services such as mutual funds, SIPs, insurance, and equity investments, and coordinating with internal specialists to deliver comprehensive financial plans. The role also involves maintaining accurate client records, tracking portfolio performance, resolving queries, and supporting client education initiatives aligned with the firm’s mission of financial literacy. The Relationship Manager will work closely with the advisory team to achieve business targets while maintaining a client-centric, ethical approach.

Qualifications
- Strong client relationship management skills, inclu

📌 Relationship Manager (Ahmedabad)
🏢 Blue Pelican Wealth Private
📍 Ahmedabad