Company Description SPI Wealth (Specialised Portfolio Investment) is a goal-based wealth services and distribution firm focused on structured, disciplined, and long-term portfolio building. The firm helps serious investors achieve clarity, confidence, and consistency in their financial journey through disciplined asset allocation and strategic planning. SPI Wealth offers a range of services including mutual fund and PMS distribution, systematic investment plans, retirement and goal-based planning, tax-efficient strategies, and risk and estate planning. The company works with diverse client segments such as families, professionals, business owners, government employees, NRIs, and armed forces personnel who value structured financial planning. Based in Ghaziabad, India, SPI Wealth aims to become one of the country’s most trusted wealth distribution and planning brands, empowering investors to achieve financial independence.
Role Description This is a full-time, on-site Relationship Manager role based in Ghaziabad.



The Relationship Manager will manage and grow client relationships by understanding financial goals, recommending suitable investment solutions, and ensuring a disciplined, long-term approach to portfolio building. Responsibilities include conducting client meetings, explaining mutual fund, SIP, PMS, and other product offerings, supporting retirement and goal-based planning, and coordinating documentation and compliance. The role involves ongoing portfolio reviews, responding to client queries, monitoring market developments relevant to client portfolios, and collaborating with internal teams to deliver timely and transparent service. The Relationship Manager is expected to maintain high ethical standards, promote risk-aware investing, and support SPI Wealth’s mission of simplifying financial planning for reliable investors.
Qualifications
Candidates should possess strong client relationship skills, including active listening, empathy, and the ability to buil

📌 Relationship Manager (Ghaziabad)
🏢 SPI Wealth
📍 Ghaziabad