ABOUT THE ROLE
As a Wealth / Relationship Manager for Savart, you will manage a portfolio of clients and bring in current 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-efficient 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

📌 Wealth Manager (Hyderabad)
🏢 Savart
📍 Hyderabad