Company Description Jade Wealth Management LLP is a SEBI-registered Portfolio Management Service focused on disciplined, research driven investing for equity market participants in India. The firm runs a Flexi Cap discretionary PMS, investing across large, mid, and small cap companies using a defined internal framework to evaluate promoters, business quality, earnings integrity, competitive edge, and alignment with India’s growth.

Jade transparency, security, and transparent communication, providing clients with ownership of their portfolios and regular research-backed updates instead of generic statements. With a minimum investment of INR 50 lakhs and performance benchmarked against the BSE 500 TRI, Jade serves investors who value professionalism and long-term wealth building. The team is accessible to clients and prioritizes trust through regulated structures and rigorous, independent research.

Role Description The Relationship Manager is a full-time, on-site role based in Mumbai,



responsible for managing and deepening client relationships for Jade Wealth Management’s portfolio management services. The role involves serving as the primary point of contact for clients, understanding their financial goals and risk profiles, and communicating portfolio strategy, performance, and market developments in a clear and timely manner. The Relationship Manager will coordinate closely with the investment and operations teams to ensure accurate reporting, seamless onboarding, and prompt resolution of client queries and service requests. Day-to-day tasks include conducting client meetings, preparing and presenting portfolio reviews, supporting business development efforts, and maintaining detailed records in line with regulatory and internal compliance requirements. The role also requires proactive outreach to existing and prospective clients, strengthening trust through consistent communication and high-quality service.
Qualifications
Strong client relationship management skills,

📌 Relationship Manager (Mumbai)
🏢 Jade Wealth Management
📍 Mumbai