We are hiring for Savart, a Hyderabad-based, SEBI-registered wealth management and investment advisory platform. Savart combines AI-driven research with human advisory expertise to help clients invest across stocks, mutual funds and other asset classes.
About The Role
We are looking for a Wealth Manager / Relationship Manager to manage client relationships and support the growth of the wealth management business.
The role involves understanding clients' financial goals, risk profiles and investment needs, helping them with personalised financial planning, and supporting client acquisition, onboarding and relationship management.
Key Responsibilities
• Manage relationships with a portfolio of clients and act as their primary point of contact.
• Understand clients' financial goals, investment objectives and risk profiles.
• Conduct client discussions and assist in developing personalised investment and financial plans.
• Support clients across investments, insurance, tax planning and debt within the advisory framework.
• Conduct regular portfolio reviews and identify portfolio rebalancing opportunities.
• Address client queries and provide timely support throughout their investment journey.
• Coordinate with the research team to ensure recommendations align with the investment philosophy.
• Identify opportunities to introduce relevant wealth management offerings based on client requirements.
• Support recent client acquisition, onboarding and conversion.
• Build long-term client relationships and contribute to client retention.
• Maintain accurate records of client interactions and advice in accordance with regulatory requirements.
What We're Looking For
• 1–2 years of experience in wealth management, financial services, relationship manag
📌 Wealth Manager (Hyderabad)
🏢 Neuraleap Group
📍 Hyderabad
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