Relationship Manager - Investment & Wealth Management

Company: Metaaarth Finserve Pvt. Ltd.

Job Title: Relationship Manager

Department: Sales - Investment & Wealth Management

Location: VDS Tower, Sector 2, Noida, Uttar Pradesh (Near Sector 15 Metro Station)

Job Type: Full-time

Work Mode: Work from Office

Experience: Minimum 1 Year

Education: Bachelor's Degree (preferred)

About Metaaarth Finserve Pvt. Ltd.

Metaaarth Finserve Pvt. Ltd. is a fast-growing financial services company specializing in Investment & Wealth Management solutions. We are committed to helping individuals and businesses achieve their financial goals through expert financial guidance and personalized investment strategies. We are looking for enthusiastic and result-oriented professionals who are passionate about building client relationships and driving business growth.

Job Summary

This role requires strong communication skills, a sales-driven mindset, and the ability to achieve business targets while delivering exceptional customer service.

Key Responsibilities




- Acquire new clients through referrals, networking, cold calling, and lead generation.
- Build and maintain robust relationships with new and existing customers.
- Understand clients' financial objectives and recommend suitable investment and wealth management products.
- Promote financial products including Mutual Funds, PMS, Bonds, Insurance, Fixed Income Products, and other investment solutions.
- Conduct client meetings and presentations to explain investment opportunities.
- Achieve monthly, quarterly, and annual sales targets.
- Generate business from existing clients through cross-selling and upselling.
- Maintain regular follow-ups with clients to ensure satisfaction and long-term engagement.
- Keep clients informed about market updates and investment opportunities.
- Ensure compliance with company policies and regulatory guidelines.
- Maintain accurate records of client interactions and sales activities using CRM tool

📌 Relationship Manager (Noida)
🏢 Metaarth Finserve
📍 Noida