Company Description RS Wealth Management Pvt. Ltd. is a comprehensive financial services firm offering clients a wide range of investment options, products, and trading services across major exchanges including NSE, BSE, and MCX. Incorporated in 2013, the organization aims to be a highly respected and trustworthy financial partner with advanced platforms for trading in equity, derivatives, commodities, and currencies. The company also provides services in mutual funds, insurance, digital signature certificates, and e-stamping, catering to a diversified client base such as corporates, institutions, HNIs, NRIs, trusts, and retail investors. A strong team of experienced financial experts, including CAs, CSs, CFAs, MBAs, and industry professionals, supports a research-driven approach and receives ongoing training to stay aligned with market developments and client needs. RS Wealth Management focuses on prompt, specialized service and tailored solutions for diverse portfolios and investment goals.
Role Description The Relationship Executive role at RS Wealth Management Pvt. Ltd.



is a full-time, on-site position based in Mumbai. The Relationship Executive will be responsible for managing and growing client relationships, understanding client financial goals, and recommending suitable investment products and services. Daily tasks include regular client meetings and calls, portfolio reviews, trade facilitation, and coordination with internal research and operations teams to deliver timely insights and seamless service. The role also involves onboarding new clients, addressing queries and concerns, ensuring compliance with regulatory requirements, and maintaining accurate records and documentation. The Relationship Manager is expected to support business development initiatives, contribute to revenue growth, and uphold high standards of client satisfaction and professional ethics.
Qualifications
Robust client relationship management skills, including the ability to build tru

📌 Senior Relationship Officer (Mumbai)
🏢 RS WEALTH MANAGEMENT
📍 Mumbai