Company Description Madhuban Finvest is a niche financial services firm that serves as a “Personal CFO” for its clients, helping them manage and grow personal wealth efficiently. The firm focuses on individuals such as entrepreneurs and corporate professionals who may not have the time or expertise to actively manage their personal finances.

Madhuban

Finvest offers a one-stop solution for personal finance needs, aiming to be a trusted partner that prioritizes clients’ best interests.

Role Description This is a full-time, in office role based in Mumbai for a Wealth Management Relationship Manager. The role involves managing and growing a portfolio of clients by understanding their financial goals and recommending appropriate investment and insurance solutions.

The Relationship Manager will conduct regular client meetings, review portfolios, and provide ongoing financial planning guidance to ensure alignment with changing life stages and market conditions.

The role also requires proactive client communication, building long-term relationships, and contributing to business development through referrals and networking.

Qualifications

- Strong skills in Financial Planning,



including goal-based planning and personal wealth advisory.
- Proficiency in Investment Management and Investments, with the ability to analyze and recommend suitable products across asset classes.
- Solid understanding of Finance principles, including risk assessment, asset allocation, and portfolio monitoring.
- Knowledge of Insurance solutions and their role in comprehensive financial planning.
- Bachelor’s degree or higher in Finance, Commerce, Economics, Business, or a related field; relevant certifications (CFP, NISM, IRDA) are an advantage.
- Prior experience in wealth management, financial advisory, or relationship management with retail or HNI clients.
- Excellent communication and interpersonal skills, with the ability to explain financial concepts clearly and build trust-based relationships.
- Strong analytical, numerical, and presentation skills, along with attention to detail and adherence to regulatory and compliance standards.
- Comfort with using financial planning tools, CRM systems, and basic office software to manage client information and reports.

📌 Wealth Management Relationship Manager (Mumbai)
🏢 MADHUBAN FINVEST
📍 Mumbai