Job Summary

We are seeking a dynamic and client-focused Relationship Manager to join our Wealth Management team. The ideal candidate will be responsible for managing and expanding high-net-worth client relationships, providing personalized investment solutions, and ensuring superior client satisfaction. This role requires solid financial acumen, interpersonal skills, and a passion for delivering tailored wealth strategies.

Key Responsibilities

• Acquire, build, and maintain relationships with clients.
• Understand clients financial goals and risk appetite to provide suitable wealth solutions.
• Offer a range of financial products including mutual funds, PMS, AIFs, bonds, structured products, insurance, etc.
• Conduct regular portfolio reviews and provide insights on market movements and investment opportunities.
• Ensure compliance with internal and regulatory policies while advising clients.
• Work closely with internal product, research, and operations teams for seamless service delivery.




• Achieve monthly and annual revenue targets through cross-selling and upselling.
• Maintain high client satisfaction and generate referrals through excellent service.

Key Skills & Competencies

• Strong knowledge of financial markets and wealth management products.
• Proven experience in client acquisition and relationship management.
• Excellent communication, presentation, and interpersonal skills.
• Goal-oriented with the ability to work under pressure and meet deadlines.
• High degree of integrity and professionalism.
• Certifications such as NISM VA / NISM X-A/X-B / CFP will be an advantage.

Qualifications

• Graduate/Postgraduate in Finance, Economics, Business Administration, or related field.
• 2–5 years of relevant experience in wealth management or financial advisory.
• Sound understanding of financial planning and investment advisory.

📌 Relationship Manager (Mumbai)
🏢 ASP Finserv
📍 Mumbai