Trainee Wealth Manager

3 weeks ago

Mumbai, Maharashtra, India 9Point Capital Full time
Job Title: Trainee Relationship Manager – West Region

Location: Mumbai (On-site)

Employment Type: Full-Time | Entry-Level

Department: Sales & Relationship Management

Reports To: Regional Relationship Head – West

About 9Point Capital:

9Point Capital is India's first Digital Asset Management company, offering regulated investment access to digital assets such as Bitcoin ETFs and global asset strategies. With a focus on safety, transparency, and performance, we aim to bridge the gap between traditional wealth management and emerging digital investments.

Role Overview:

As a Trainee Relationship Manager (TRM), you will play a key role in supporting the client relationship team across the West region. You will assist in engaging with HNI/UHNI clients, understanding their investment needs, helping onboard them to 9Point Capital products, and offering best-in-class post-sales service. This is a client-facing, high-growth role for someone looking to build a long-term career in financial services.

Key Responsibilities:

Assist senior Relationship Managers in client acquisition and relationship management

Conduct client meetings (virtual and in-person) to understand financial goals and explain 9Point Capital's offerings

Help manage onboarding of clients onto platforms such as DIAS (PMS) and Gravity (DIY)

Maintain and update client interaction records in CRM

Follow up with leads from marketing campaigns, events, and partner referrals

Coordinate with internal teams (operations, compliance, product) to ensure smooth execution

Learn and stay updated on digital asset trends, product developments, and competitor offerings

Support client portfolio review meetings, report generation, and performance updates

Handle day-to-day queries from clients and resolve issues in a timely manner

Attend investor awareness sessions, webinars, and roadshows across Maharashtra, Goa, and Gujarat as required

What We're Looking For:

Bachelor's degree in Finance, Business, Commerce, or related fields

0–2 years of experience in a financial services or client-facing role (internships count)

Excellent communication skills – both written and verbal

Interest in wealth management, digital assets, and investor relations

Strong interpersonal skills and ability to build trust with HNIs

Proficient in MS Office, CRM tools, and Google Suite

Self-starter, high on ownership, and willing to travel across region

Growth Path:

High-performing trainees will be considered for full-time Relationship Manager positions after 6–12 months based on performance and certifications.

Training Provided:

Investment advisory training

Exposure to global markets and digital asset products

Regulatory and compliance overview

Hands-on experience with 9Point Capital's PMS and DIY platforms

Compensation:

Competitive fixed stipend + performance-linked incentives

Reimbursement for travel and client meetings as per company policy

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