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 recent 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 (India)
🏢 Metaarth Finserve
📍 India