Company Description RS Wealth Management Pvt. Ltd. is a diversified financial services firm offering clients a comprehensive range of investment options, trading platforms, and related products.

Incorporated in 2013, the company aims to be a highly trusted and respected financial organization, providing access to equity, derivatives, commodities, currency, mutual funds, insurance, and other services through major Indian exchanges such as NSE, BSE, and MCX. RS Wealth Management serves a wide client base including corporates, institutions, high net-worth individuals, non-resident clients, trusts, and retail investors. The organization is supported by a strong, well-trained team of financial experts and professionals, including CAs, CS, CFAs, MBAs, and industry specialists.

Continuous training, research-driven advice, and client-centric solutions are core to the company’s culture and service delivery.

Role Description The Senior Relationship Manager will manage and grow key client relationships across segments such as corporates, institutions, HNIs, NRIs, and retail investors. This full-time, on-site role based in New Delhi involves understanding client investment objectives, recommending suitable financial products, and ensuring high-quality advisory and service standards.

Responsibilities include regular client meetings, portfolio reviews, cross-selling and up-selling appropriate products, and coordinating with internal research, operations, and compliance teams to deliver seamless execution. The role requires proactive client communication,



resolution of queries and service issues, monitoring market trends, and identifying new business opportunities.

The Senior Relationship

Manager will also contribute to business development initiatives, maintain accurate records and reports, and uphold regulatory and company guidelines at all times.

Apply only if you have relevant experience in Stock Broking

Qualifications

- Strong client relationship management skills, including stakeholder communication, account management, and customer service.
- Sound understanding of financial markets and products such as equities, derivatives, commodities, currencies, mutual funds, and insurance.
- Analytical and research abilities to interpret market data, evaluate investment options, and support client decision-making.
- Business development and sales skills, including prospecting, networking, and opportunity identification within target client segments.
- Excellent written and verbal communication skills, negotiation skills, and the ability to present complex financial concepts clearly.
- Bachelor’s or Master’s degree in Finance, Business, Economics, or a related field; qualified certifications (e.g., CFA, NISM, NCFM) are an advantage.
- Experience in wealth management, brokerage, or financial advisory, preferably in a similar relationship management or client-facing role.
- High level of integrity, attention to detail, comfort with trading and CRM platforms, and ability to work collaboratively with cross-functional teams.

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