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Relationship Manager
2 weeks ago
Job Title: Wealth Relationship Manager (Wealth RM)
Company: Myraa Wealth
Location: M3M , Sector 65 ,Gurugram
Experience: 5–7 Years
About Myraa Wealth
Myraa Wealth is a boutique wealth management firm dedicated to delivering personalized financial strategies that go beyond traditional advisory. We focus on building long-term client relationships, offering tailor-made investment solutions, and preserving wealth across generations.
Unlike large institutions, our boutique model ensures exclusivity, agility, and deeper engagement with each client. We act as trusted partners in financial decision-making, ensuring that every portfolio reflects our client's unique goals, values, and aspirations.
Role Overview
We are seeking an experienced Wealth Relationship Manager (Wealth RM) to join our growing team. The ideal candidate will bring strong client relationships, a proven track record in wealth management, and the ability to generate sales through personal networks.
Key Responsibilities
- Acquire, manage, and deepen relationships with HNI and UHNI clients.
- Generate business opportunities through an existing client base and personal network.
- Understand client requirements and deliver customized investment solutions.
- Advise clients on wealth preservation, growth, and succession planning.
- Collaborate with internal teams to ensure seamless service delivery.
- Achieve business targets through new client acquisition and portfolio growth.
- Stay updated with market trends, investment products, and regulatory guidelines.
Key Requirements
- 5–7 years of experience in wealth management, preferably with banks, NBFCs, or wealth management firms.
- Proven ability to build and manage strong client relationships.
- Must possess a personal database of HNI/UHNI clients and strong networking skills.
- Deep understanding of financial products (mutual funds, PMS, AIFs, structured products, insurance, etc.).
- Excellent communication, presentation, and interpersonal skills.
- Self-motivated, target-oriented, and entrepreneurial mindset.
What We Offer
- Opportunity to work in a boutique, client-focused environment with high growth potential.
- Autonomy and flexibility to manage client relationships and deliver value.
- A platform to grow with a premium wealth management brand.
Job Types: Full-time, Permanent
Pay: Up to ₹700,000.00 per year
Work Location: In person
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