We are HIRING Wealth Relationship Manager

Location: Gurgaon

Experience: 2–6 Years

Employment Type: Full time

Salary & Perks : Fixed + Incentive

About Growth Investing

Growth Investing is a SEBI Registered Research Analyst (RA) firm committed to helping investors build long-term wealth through research-driven, disciplined investing.

Our investment philosophy combines quantitative research, portfolio analytics and structured investment frameworks to help investors make better financial decisions.

As we expand our Wealth Advisory business, we are looking for passionate professionals who enjoy interacting with investors, understanding their financial goals and helping them build better portfolios.

About the Role

As a Wealth Relationship Manager, you will be the primary point of contact for investors who engage with Growth Investing. Your role is to understand an investor's financial situation, explain the portfolio analysis in a straightforward and meaningful manner, identify opportunities for improvement,



and guide them towards suitable wealth solutions offered by Growth Investing.

This is a consultative role built on trust—not aggressive selling.

Key ResponsibilitiesInvestor Consultation
Conduct one-on-one portfolio review sessions with prospective clients.
Explain Portfolio Health Score reports in a simple, structured and client-friendly manner.
Understand client financial goals, investment experience and risk appetite.
Identify portfolio gaps and optimisation opportunities.

Relationship Management
Build long-term relationships with investors.
Conduct periodic follow-ups.
Address client queries professionally.
Ensure an exceptional client experience throughout the engagement.

Wealth Advisory Support
Present Growth Investing's Wealth Suite solutions where appropriate.
Help investors understand the advantages of diversified wealth management.
Coordinate onboarding and documentation processes.
Work closely with the research team for client-spe

📌 Wealth Relationship Manager Gurugram
🏢 Growth Investing
📍 Gurugram