ABOUT THE ROLE

As a Wealth / Relationship Manager for Savart, you will manage a portfolio of clients and bring in new ones. Sales is a core part of this role you will onboard new clients, understand their financial goals, and convert them into long-term Savart One customers. You will also manage existing relationships,

acting as each client's main point of contact for their investments, insurance, tax, and financial planning needs.

KEY RESPONSIBILITIES

- Own end-to-end relationships for a portfolio of Savart clients, serving as their dedicated wealth manager.
- Conduct financial goal setting & risk-profiling conversations and translate them into personalised investment and financial plans.
- Advise clients across asset classes insurance, tax planning, and debt in line with Savart's research & compliance framework.
- Conduct regular portfolio reviews and proactively rebalance plans as client goals, markets, or life events change.
- Be available to clients for ongoing queries and concerns, ensuring a high-touch, business hour accessible advisory experience.
- Partner with the research team to ensure recommendations are grounded in Savart's investment philosophy.
- Identify opportunities to deepen wallet share and cross-sell relevant Savart One offerings
- Maintain meticulous, compliant records of all advice given, in line with SEBI RIA regulations.




- Contribute to client retention and satisfaction metrics and gather feedback to improve Savart's advisory offering.

WHAT WE'RE LOOKING FOR

- 3–5 years of experience in wealth management, private banking, financial planning, or investment advisory.
- Strong working knowledge of equities, mutual funds, insurance, and tax-productive financial planning.
- NISM certification(s) required; RIA or a clear path toward the certification strongly preferred.
- Proven track record of managing and growing client relationships with measurable trust and retention outcomes.
- Excellent communication skills able to simplify complex financial concepts for clients at varying levels of financial literacy.
- High integrity and comfort operating within a regulated, compliance-first advisory environment.
- Self-starter mindset, comfortable in a fast-moving fintech/startup environment.

GOOD TO HAVE

- Existing experience with HNI/mass-affluent clients.
- Exposure to portfolio management services (PMS) or alternative investment products.
- Experience in direct sales or client acquisition, alongside advisory.

WHAT SAVART OFFERS

- Real ownership from day one your book, your growth trajectory.
- A seat inside a fast-scaling, founder-led fintech backed by 50+ investors and ₹4,500+ Cr in assets under advisory.
- Work alongside Savart's AI research engine instead of relying on gut calls
- No ceiling on what you can earn or build the more clients you win and keep, the faster you grow wi

📌 Wealth Manager (Hyderabad)
🏢 Savart
📍 Hyderabad