Relationship Manager, Asset Management

5 days ago

Mumbai, India Dalmia Wealth Pvt Ltd Full time

Company Description Dalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client. We’re Hiring: NRI Relationship Managers (RMs) After 25 years of trust and performance , we’ve evolved from a leading Mutual Fund Distributor into a  comprehensive wealth management platform — offering  Mutual Funds, PMS, AIFs, PE Funds, and curated investment solutions . Now, as we scale our presence across India, we’re building a team of  driven, connected, and entrepreneurial NRI Relationship Managers to lead this next phase of growth. Role: NRI Relationship Manager (RM) Experience: 3–5 years Industry: Wealth Management / AMC / Banking / Financial Advisory Offer  end-to-end wealth planning across multiple asset classes — Mutual Funds, PMS, AIFs, and PE opportunities. · Leverage your  existing client book and network to grow AUM and deepen wallet share. · Identify and onboard new clients through relationship-driven outreach and referrals. · Conduct portfolio reviews, monitor performance, and ensure client satisfaction. · 3–5 years of experience managing  NRI or HNI clients in Banks, AMCs, or Wealth Management firms. · Deep understanding of  mutual funds, PMS, AIFs, PE funds, and financial planning principles . · A chance to be part of a  fast-growing, full-service wealth platform . ·  Performance-driven, transparent compensation — with unlimited upside. ·  Freedom + Support: operate independently with a strong research, operations, and product backbone. · Ready to help us redefine wealth management?

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