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.
- Solid 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 environment.

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 financial goals through personalizedwealth advisory and a technology-driven portfolio management approach.

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