Company Description Samridhi Consultancy Services is a boutique wealth management firm that focuses on personalized, strategy-driven financial planning for individuals and families. Clients receive direct, one-on-one consultancy from the founder, Sameer Mukherjee, a Chartered Wealth Manager (USA) certified by the American Academy of Financial Management.

The firm offers a 360-degree approach to capital management, including strategic wealth creation, comprehensive financial planning, retirement planning, and estate and legacy planning. Samridhi combines international wealth standards with a highly customized service model to help clients navigate market volatility and build long-term financial freedom. The team is dedicated to turning complex financial decisions into transparent, actionable steps toward prosperity.

Role Description The Relationship Manager is a full-time, on-site role based in Varanasi, responsible for managing and growing client relationships in the wealth and financial planning domain. This role includes understanding clients’ financial goals, presenting suitable financial solutions, and coordinating with internal stakeholders to deliver high-quality advisory services.

The Relationship

Manager will conduct regular review meetings, maintain detailed records of client interactions, and ensure timely follow-up on queries and service requests.



Daily activities involve prospecting and onboarding new clients, explaining service offerings, supporting portfolio reviews, and promoting long-term engagement through trust-based communication. The role also includes monitoring client satisfaction, identifying cross-selling opportunities, and upholding the firm’s standards of ethical and transparent financial advice.

Qualifications

- Strong client relationship management, interpersonal communication, and customer service skills.
- Ability to understand financial products and services, with interest in wealth management, financial planning, and investment concepts.
- Proficiency in basic office software, documentation, and CRM or client-tracking tools.
- Solid organizational and time-management skills, with attention to detail and follow-through.
- Comfort with in-person meetings, presentations, and professional networking.
- Bachelor’s degree in Finance, Business, Economics, or a related field; relevant certifications in finance or wealth management are an advantage.
- Prior experience in financial services, banking, or consulting in a client-facing role is preferred but not mandatory.
- High ethical standards, integrity, and a client-first mindset, with the ability to work independently and as part of a small, collaborative team.

📌 Relationship Manager (Varanasi)
🏢 Samridhi Consultancy Services
📍 Varanasi