Relationship Manager

2 weeks ago


Ellore, Andhra Pradesh, India FinnovationZ Full time
Company DescriptionIkashi Wealth is a premier end-to-end wealth advisory firm dedicated to helping High Net-Worth Individuals (HNIs) achieve their financial goals through personalized investment strategies.
Our expertise spans Mutual Funds, Equity, Portfolio Management, and Comprehensive Wealth Solutions.
With a client-first approach, we focus on building long-term trust and delivering measurable growth.Job Location: We're hiring at our new 2.5-acre green campus in Malkapur (near Jalgaon/Akola) Work where fresh ideas meet fresh air—tree-lined walkways, open courtyards and quiet zones for deep focus.Role DescriptionWe are expanding our Relationships Department and seeking dynamic professionals who can engage with HNI clients and provide high-quality wealth management services.
The role involves client acquisition, portfolio advisory, and relationship management, ensuring that every client receives customized financial strategies aligned with their goals.Key ResponsibilitiesBuild and maintain strong relationships with HNI clientsConvert qualified leads into managed portfoliosAdvise clients on investment opportunities across Mutual Funds, Equity, and Wealth Management productsMonitor and review client portfolios to ensure consistent performanceCollaborate with internal teams to deliver seamless wealth advisory servicesQualificationsRelationship ManagerBachelor's/Master's degree in Finance, Commerce, Economics, or related field2–3 years of experience in Wealth Management, Mutual Funds, Equity, or Financial AdvisoryProven track record of handling HNI clients and converting leadsRelationship ExecutivesBachelor's/Master's degree in Finance, Commerce, Economics, or related fieldMinimum 1 year of experience in Wealth/Equity/Mutual Funds domainStrong communication and interpersonal skillsAbility to understand client needs and provide appropriate investment solutions

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