
Relationship Executive
5 days ago
Company Description
Ikashi 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.
Salary/Pay Range: 40k-45k per month
Role Description
We 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 Responsibilities
- Build and maintain strong relationships with HNI clients
- Convert qualified leads into managed portfolios
- Advise clients on investment opportunities across Mutual Funds, Equity, and Wealth Management products
- Monitor and review client portfolios to ensure consistent performance
- Collaborate with internal teams to deliver seamless wealth advisory services
Qualifications
Relationship Manager
- Bachelor’s/Master’s degree in Finance, Commerce, Economics, or related field
- 2–3 years of experience in Wealth Management, Mutual Funds, Equity, or Financial Advisory
- Proven track record of handling HNI clients and converting leads
Relationship Executives
- Bachelor’s/Master’s degree in Finance, Commerce, Economics, or related field
- Minimum 1 year of experience in Wealth/Equity/Mutual Funds domain
- Strong communication and interpersonal skills
- Ability to understand client needs and provide appropriate investment solutions
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