Role Overview
The Relationship Manager – Wealth Products will be responsible for identifying,
acquiring, and managing relationships with High Net Worth Individuals (HNIs), Ultra
High Net Worth Individuals (UHNIs), family offices, wealth managers, and institutional
investors. The role focuses on advising and distributing a comprehensive suite of
wealth management solutions, including mutual funds, PMS, AIFs, bonds, structured
products, fixed-income instruments, unlisted equities, pre-IPO opportunities, insurance,
and other investment products.
Key Responsibilities
Client Relationship Management
• Build, maintain, and deepen relationships with HNIs, UHNIs, family offices,
corporate clients, and wealth managers.
• Understand client financial goals, risk appetite, and investment preferences to
provide suitable wealth solutions.
• Drive client acquisition, retention, and wallet-share growth through relationship
based advisory.
Wealth Product Advisory & Distribution
• Develop a solid understanding of the firm's entire wealth product suite,
including:
o Mutual Funds




o Portfolio Management Services (PMS)
o Alternative Investment Funds (AIFs)
o Physical to dementalization conversion
o Unlisted Shares & Pre-IPO Investments
o Insurance Solutions
o Other Wealth and Investment Products
• Present investment opportunities effectively by explaining product features, risk
return profiles, liquidity considerations, and suitability.
Client Servicing
• Guide clients through the complete investment lifecycle, including onboarding,
documentation, execution, and post-investment support.
• Address client queries, provide portfolio updates, and ensure a seamless
customer experience.
• Maintain high standards of service to enhance client satisfaction and long-term
engagement.
Sales Strategy & Business Development
• Create and implement sales strategies aligned with organizational growth
objectives.
• Identify new business opportunities and expand the client base through
networking, referral

📌 Wealth Manager (Mumbai)
🏢 Rurash Financials Private
📍 Mumbai