Location: Ghatkopar East, Mumbai
Company: ISOLN Wealth
Employment Type: Full-time
CTC: 10 LPA and Above (depending on the candidate's profile and relevant experience)
Working Days: Monday to Saturday
Education: Graduate/Post-Graduate in Marketing or Finance
Experience: 3–5 years in Private Banking or Wealth Management

Job Summary
We are seeking an experienced and dynamic Senior Relationship Manager to join our Wealth Management team. The ideal candidate should have a proven track record in managing HNI and Ultra-HNI clients, with strong relationship-building capabilities, comprehensive investment product knowledge, and a client-centric approach.

Key Responsibilities
• Acquire and manage HNI, Affluent, and Emerging HNI clients.
• Build and maintain long-term client relationships.
• Advise clients on investment and wealth management solutions.
• Conduct portfolio reviews and financial planning discussions.
• Generate new business through referrals, networking, and prospecting.
• Drive AUM growth and revenue generation.




• Ensure high levels of client satisfaction and service excellence.

Desired Profile
• Experience in Wealth Management, Private Banking, Financial Advisory, or Investment Services.
• Strong relationship management and client acquisition skills.
• Understanding of investment products such as Mutual Funds, PMS, AIFs, Insurance, Bonds, and NPS.
• Excellent communication and interpersonal skills.
• Existing HNI client network will be an added advantage.

Why Join ISOLN Wealth?
• Opportunity to build your own wealth practice.
• Open-architecture product platform.
• Strong growth and earning potential.
• Technology-enabled advisory ecosystem.
• Supportive and entrepreneurial work workplace.

About ISOLN Wealth
ISOLN Wealth is a growing wealth management and financial advisory firm offering a wide range ofinvestment solutions, including Mutual Funds, PMS, AIFs, Insurance, Bonds, NPS, Unlisted Shares,and Fixed Income Products. We help clients achieve their

📌 Senior Relationship Manager (Mumbai)
🏢 ISOLN Wealth
📍 Mumbai