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Wealth Relationship Manager

3 weeks ago

Ahmedabad, Gujarat, India Soul Finspire Full time

Soul Finspire is a seasoned yet agile wealth management and financial advisory startup with over two decades of domain experience, strong HNI relationships, and award-winning expertise in mutual funds and comprehensive wealth solutions. The team combines deep market insight with a fast-paced, entrepreneurial culture where ownership, speed of execution, and client-centric thinking are core values.​

Sales Role Overview

  • Lead acquisition and relationship management of HNI clients across Ahmedabad, Surat, and Baroda using your own strong local network.
  • Design and review portfolios with a focus on asset allocation, tax efficiency, and long-term goal planning.
  • Cross-sell mutual funds and other investment products while delivering continuous, high-quality advisory.

Cultural Fit

  • Thrive in an agile, fast-growing startup environment that demands nimbleness, quick decision-making, and comfort with changing priorities.
  • Take ownership like a founder: build processes, refine workflows, and adapt as the business scales rather than relying on rigid structures.
  • Bring a relationship-first mindset, high integrity, and the maturity to handle sophisticated HNIs in dynamic market conditions.

Qualifications

  • 3–7 years in wealth management/financial advisory with an existing HNI book in Gujarat.
  • Strong communication, analytical skills, and comfort with data/Excel and portfolio discussions.
  • Certifications such as CFP, CWM, or CFA are an added advantage.

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