This role is for one of Weekday’s clients

Salary range: Rs 500000 - Rs 1300000 (ie INR 5 - 13 LPA)
Min Experience: 5+ years
Location: Mumbai

Job Type: full-time

Requirements

 Acquire new clients by identifying prospects, conducting financial need assessments, and presenting financial planning and investment solutions as per standards.

 Lead, mentor, and manage a team of financial advisors/relationship managers, ensuring performance targets are

met and maintaining high standards of client service.

 Build and nurture robust client relationships by understanding financial goals and delivering customized wealth solutions

 Advise individuals on informed financial decisions to support long-term financial security and growth.

 Deliver expert guidance on financial planning, investment strategies, and comprehensive wealth management aligned to

client needs.

Must-have skills

NISM XA – XB, Customer Relationship Management

📌 Relationship Manager (Mumbai)
🏢 Weekday AI
📍 Mumbai