Company Description OptiMindHR Consulting helps organizations, particularly MSMEs, unlock their full potential through customized and practical HR solutions. With over two decades of experience across diverse industries, the firm offers services such as HR consulting, executive search, performance management systems, HR outsourcing, HR audits, and statutory compliance support. OptiMindHR is known for building long-term partnerships by deeply understanding each client’s needs and delivering results-focused solutions. Guided by a mission to align people strategies with business goals, the company aims to be the most trusted HR partner for MSMEs across India and a leading provider of leadership hiring solutions. OptiMindHR is based in Thane, Maharashtra, and can be reached via email, phone, and its website for professional collaboration opportunities. Role Description The Relationship Manager – Wealth Management will be responsible for managing and growing a portfolio of high-net-worth and affluent clients, ensuring their financial goals are met through suitable wealth management products and services. This full-time, on-site role based in Thane involves regular client meetings, portfolio reviews, and proactive communication to strengthen relationships and enhance client satisfaction. The role includes assessing client needs, recommending investment and insurance solutions, coordinating with internal product and operations teams, and ensuring timely execution of transactions. The Relationship Manager will also identify new business opportunities,



support acquisition of new clients through referrals and networking, and maintain accurate records in line with regulatory and internal compliance standards. Ongoing market research, staying updated on financial products, and contributing to sales and business development initiatives are integral to the day-to-day responsibilities. Qualifications
• Robust relationship management, client servicing, and stakeholder engagement skills to build trust and long-term partnerships.
• Solid understanding of wealth management, investment products, insurance solutions, and financial planning principles.
• Proficiency in communication, negotiation, and presentation, with the ability to explain complex financial concepts clearly.
• Capability in sales, business development, and lead generation, with a track record of meeting or exceeding targets.
• Attention to detail, analytical thinking, and comfort with data-driven decision-making for portfolio reviews and risk assessment.
• Familiarity with regulatory and compliance requirements in financial services, including documentation and KYC norms.
• Ability to work on-site in Thane, manage time effectively, and collaborate with cross-functional teams.
• Bachelor’s degree in Finance, Commerce, Business Administration, Economics, or a related field; a relevant postgraduate qualification or certification (e.g., CFP, NISM) is an advantage.
• Prior experience in banking, wealth management, financial advisory, or related client-facing financial services roles is preferred.

📌 Relationship Manager – Wealth Management (Thane)
🏢 OptiMindHR
📍 Thane