**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

JobType: full-time

Requirements  Acquire recent 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 strong 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 (YC W21)
📍 Mumbai