Location: Gurgaon | Hybrid
Organisation: Moneyvesta Capital Services Private Limited
Employment Type: Full Time
About the Role
We are hiring a Relationship Manager who will be responsible for converting qualified leads into clients and managing assigned client relationships on an ongoing basis.
Clients will be allocated to you post onboarding, and you will remain their primary point of contact. This role combines new client acquisition through warm leads with long term relationship ownership.
The role follows a consultative and ethical approach aligned with a fee only wealth management model. This is not a cold calling or aggressive sales role.
Key Responsibilities
Engage with qualified inbound leads and conduct structured discovery conversations
Convert prospects into clients through consultative discussions and follow ups
Manage and grow relationships for clients assigned to you
Act as the single point of contact for assigned clients
Coordinate onboarding, documentation, portfolio reviews, and service requests
Communicate advisory processes,
recommendations, and updates clearly
Maintain accurate CRM records for leads and assigned clients
Work closely with advisory, research, and operations teams
Ensure compliance, confidentiality, and ethical standards
Who Should Apply
You should consider this role if you
Are comfortable converting warm leads into clients
Enjoy owning client relationships end to end
Can balance persuasion with trust and transparency
Prefer long term relationship building over transactional selling
Preferred Background and Qualifications
2 to 6 years of experience in relationship management, client acquisition, banking, wealth management, or financial services
Experience converting inbound or warm leads
Strong communication and interpersonal skills
Comfort working with high income professionals and HNI clients
CFP certification preferred
NISM XA and XB certification mandatory
Robust follow through and ownership mi