Company Description Lotusmint Wealth is a wealth management firm dedicated to helping individuals and families achieve long-term financial security through personalized strategies. Founded in 2013, the firm serves more than 2,000 clients and manages assets exceeding ₹700 crore.

Lotusmint

Wealth combines deep industry expertise with a client-centric approach to align every financial decision with each client’s goals and aspirations. Its services span mutual fund investments, systematic investment plans (SIP), goal-based financial planning, and risk management and insurance advisory. The firm emphasizes trust, transparency, and disciplined research to support clients through changing market conditions and build sustainable financial abundance.

Role Description The Relationship Manager is a full-time, on-site role based in Odisha, India. This role is responsible for managing and growing client relationships by understanding their financial goals and recommending suitable investment and insurance solutions. Day-to-day activities include meeting clients, conducting financial needs assessments, preparing and presenting tailored wealth management plans, and following up on portfolio performance and service requests.

The Relationship

Manager will collaborate with internal teams to ensure timely execution of transactions, accurate documentation, and adherence to compliance standards.



The role also involves prospecting new clients, maintaining detailed client records, and providing proactive communication to enhance client satisfaction and retention.

Qualifications

- Candidates should possess solid client relationship and communication skills, including interpersonal, presentation, and negotiation abilities.
- Candidates should possess skills in financial planning and advisory, such as understanding mutual funds, SIPs, insurance products, and goal-based investment strategies.
- Candidates should possess analytical and problem-solving skills to interpret financial data, assess risk profiles, and propose appropriate solutions.
- Candidates should possess organizational and time-management skills, with the ability to handle multiple client accounts and follow up systematically.
- Candidates should possess proficiency with basic office productivity tools and CRM or client management systems.
- Relevant experience in wealth management, banking, financial services, or insurance advisory is preferred.
- A bachelor’s degree in finance, commerce, business, economics, or a related field is beneficial; professional certifications in financial planning or advisory are an advantage.
- Demonstrated integrity, ethical conduct, and a client-centric mindset are essential.

📌 Relationship Manager (Odisha)
🏢 lotusmint wealth
📍 Odisha