We are seeking a proactive, client-focused

Relationship Manager / Client Lead to drive business growth and manage end-to-end client relationships within our Wealth Management division.

In this role, you will be doing lead generation, ensure seamless client onboarding, deliver exceptional portfolio servicing, and maintain long-term client trust through regular reporting and strategic engagement.

Key Responsibilities Lead Generation & Pipeline Management: Identify, nurture, and convert potential prospects into active clients while maintaining a healthy pipeline Seamless Client Onboarding: Lead the complete onboarding journey, including KYC verification, document processing, compliance checks, and account setup. *

Relationship Management: Serve as the primary point of contact for clients, delivering personalized communication, proactively addressing inquiries, and building lasting client trust.Qualifications & Requirements *





Education & Certifications: Bachelor’s degree in Finance. NISM Series V-A (Mutual Fund Distributors) or NISM Series V-D certifications are preferred. Experience: 1–3 years of experience in wealth management, private banking, financial sales, or client servicing.

Domain Knowledge: Solid grasp of financial products, mutual funds, portfolio metrics, and wealth management strategies. *

Core Skills: Excellent verbal and written communication in English, coupled with robust interpersonal skills. Microsoft Excel, and PowerPoint for presentation. * Valid driving license and personal vehicle ownership are a plus for local client travel.

Pay: ₹19,000.00 - ₹25,000.00 per month

Education:
Bachelor's (Preferred)

Work Location: In person

📌 Relationship Manager Delhi (India)
🏢 GrowthPath Ventures
📍 India