Company Description RS Wealth Management Pvt. Ltd. is a Current Delhi–based financial services firm, positioned as a one-stop financial supermarket offering a wide range of investment options, products, and trading services. Incorporated in 2013, the company aims to be a highly respected and trusted financial organization with access to major exchanges, including NSE, BSE, and MCX for equity, derivatives, commodities, and currency trading.

RS Wealth Management also facilitates investments in mutual funds and insurance, and provides services such as Digital Signature Certificates and e-stamping. The firm serves a diverse client base including corporates, institutions, HNIs, NRIs, trusts, and retail clients. Its team comprises experienced finance professionals and specialists, supported by ongoing training and strong research capabilities to deliver prompt, tailored, and high-quality client service.

Role Description The Senior Relationship Manager is a full-time, on-site role based in New Delhi, responsible for managing and growing relationships with key clients across segments such as HNIs, NRIs, corporates, and institutions. Day-to-day responsibilities include understanding client financial goals, recommending suitable investment and trading strategies, and ensuring timely execution of transactions in equity, derivatives, commodities, and other products offered by the firm. The role involves regular portfolio reviews, cross-selling relevant products such as mutual funds, insurance, and other value-added services, and ensuring high levels of client satisfaction and retention.

The Senior Relationship





Manager will collaborate closely with research, operations, and compliance teams to deliver accurate information, maintain regulatory standards, and support clients with market insights. This position also requires proactive prospecting, building new client relationships, and contributing to the overall business growth of RS Wealth Management.

Qualifications

- Candidates should possess strong client relationship management skills, including stakeholder communication, negotiation, and the ability to understand and articulate client needs.
- Candidates should possess solid knowledge of financial markets and products, including equity, derivatives, commodities, mutual funds, and insurance solutions.
- Candidates should possess analytical and research-oriented skills to interpret market data, assess investment options, and support clients with informed recommendations.
- Candidates should possess organizational and time-management skills to handle multiple client portfolios, follow up on transactions, and meet business targets.
- Candidates should possess proficiency in using trading platforms, CRM tools, and standard office software to manage client interactions and reporting.
- Relevant qualifications such as a bachelor’s degree or higher in Finance, Economics, Commerce, Business Administration, or a related field are preferred.
- Professional certifications (e.g., NISM, NCFM, CFP, or equivalent market-related certifications) and prior experience in wealth management, brokerage, or investment advisory will be advantageous.

📌 Senior Relationship Manager (New Delhi)
🏢 RS WEALTH MANAGEMENT
📍 New Delhi