Company Description Wealthy is a financial technology company whose award-winning app empowers Mutual Fund Distributors (MFDs) with advanced tools, dedicated support, and in-depth product research. The platform helps MFDs scale their business, build assets under management (AUM), and grow clients’ wealth more efficiently. Over 14,000 MFDs across 40+ branches trust Wealthy to streamline their operations and deliver better investment outcomes.

Team members join a growing organization focused on innovation, collaboration, and long-term success in the wealth management ecosystem.

Role Description This is a full-time, on-site Relationship Manager role based in Varanasi.

The Relationship

Manager will build and maintain solid relationships with MFDs and clients, understand their financial goals, and guide them in using Wealthy’s platform and solutions effectively.

Responsibilities include onboarding and supporting distributors, resolving queries, providing product and process education, and coordinating with internal teams to ensure smooth service delivery. The role also involves identifying opportunities to grow AUM, conducting regular follow-ups, and sharing feedback to improve customer experience and products.

The Relationship





Manager is expected to maintain accurate records, prepare basic reports, and uphold compliance and ethical standards in all interactions.

Qualifications

- Strong relationship management and customer service skills, with the ability to build trust and long-term partnerships.
- Solid communication and interpersonal skills, including clear spoken and written English and local language proficiency.
- Basic understanding of mutual funds, financial products, or the broader wealth management industry (or willingness to learn quickly).
- Comfort with technology platforms and mobile apps, including ability to guide users through digital tools.
- Organizational and time-management skills to handle multiple client accounts and follow-ups effectively.
- Ability to work collaboratively with cross-functional teams such as operations, sales, and product.
- Bachelor’s degree in business, finance, commerce, or a related field is preferred; relevant experience in relationship management or financial services is an advantage.
- High professional integrity, client-centric mindset, and readiness to work on-site in Varanasi.

📌 Relationship Manager (Varanasi)
🏢 Wealthy
📍 Varanasi