Samarth Wealth Pvt. Ltd., founded in 2011, is a wealth management company providing financial solutions across Mutual Funds, Specialized Investment Funds (SIF), Life & Health Insurance, and other wealth management products, with a focus on long-term wealth creation and financial planning.

We are looking for a Virtual Relationship Manager to manage client relationships, drive business growth, and contribute to portfolio expansion through virtual channels.

Key Reponsibilities:

? Manage and nurture relationships with HNI & Mass-Affluent clients

? Conduct virtual portfolio reviews and financial goal discussions

? Promote Mutual Funds, PMS, AIFs, Insurance & Fixed Income products

? Convert inbound leads and generate business through client referrals

? Drive client acquisition, AUM growth & portfolio expansion

? Facilitate digital onboarding and investment execution

? Maintain accurate client records and follow-ups in CRM





? Ensure adherence to applicable SEBI/RBI, KYC & compliance requirements

What we're Looking For:

✔ Graduate/Post-Graduate in Finance, Commerce, Economics, or Business

✔ 1–3 years of experience in Wealth Management, Wealth Advisory, Investment Sales, Mutual Fund Distribution, or Virtual Relationship Management

✔ Solid understanding of Mutual Funds, Indian Financial Markets & Wealth Management Products

✔ Excellent communication and relationship-building skills

✔ Strong negotiation, active listening and client-handling abilities

✔ NISM Series V-A / Series X-A certification preferred

✔ Proficiency in CRM and digital communication tools

✔ Fluency in English & Hindi; Marathi is an added advantage

📌 Virtual Relationship Manager (Thane)
🏢 Samarth Wealth
📍 Thane