Relationship Manager – Wealth Management

 Job Description: Relationship Manager – Wealth Management (Sales)

Location: Mumbai – Lower Parel, Kolkata (On-site)

Department: Wealth Management

Reporting To: Vice President– Wealth Management

Compensation: INR 6 – 7 LPA (Fixed) + Performance-Based Incentives

Role Overview

As a Relationship Manager, we are looking for a dynamic and client-focused professionals from the BFSI industry with 2–3 years of experience in selling financial products such as Mutual Funds, FD's, Direct Equities, Insurance, etc. to Retail, HNI, UHNI, or NRI clients. As a Relationship Manager, you will be responsible for client acquisition, portfolio management, and revenue generation through cross-selling a wide range of financial products. The role requires strong sales acumen, interpersonal skills, and a passion for financial markets.

About JR Laddha

Established in 1984, JR Laddha is a pan -India diversified financial services group with offerings across Wealth Management (Mutual funds, PMS, AIF, Unlisted Equity and alternate investments) and Investment Banking (Mergers and acquisition, Venture funding and IPO advisory). We combine institutional rigor with deep entrepreneurial networks to provide strategic financial solutions tailored to high-growth companies and investors, and are a member of the Pandea Global M&A Network.

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Why Join Us

• Work with Leadership – Work side-by-side with senior decision-makers.
• Learning Environment – Progressive, tech-enabled culture (ChatGPT & AI tools) that blends mentorship with continuous, performance-driven growth.
• High Visibility & Recognition Your impact is visible and rewarded; no bulky hierarchies.
• Client -Centric Focus – Cultivate long-term relationships with HNI clients.
• Long Legacy – Leverage decades-old relationships with family offices and Banks.
• Benefits and Perks – Hybrid schedule and flexible hours.

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Key Responsibilities:

• Identify and reach out to potential clients through calls, meetings, and references.
• Convert potential clients into active clients and onboard them onto our digital platform.
• Responsible for achieving targets based on acquisition and revenue generation through investment products.
• Strengthen relationships with clients by providing excellent customer service and maintaining regular communication.
• Collaborate with internal teams to ensure seamless client experiences and resolve any client queries or concerns.
• Maintain up-to-date knowledge of financial products, market trends, and regulatory requirements.
• Provide timely and accurate reports on sales activities, revenue targets, and client interactions.

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Candidate Requirements

• Bachelor's degree in Finance, Economics, Business Administration or related field. 
• 2 to 3 years of experience in selling financial products to Retail/ HNI/ UHNI/ NRI clients.
• Knowledge of investment products such as Mutual Finds, Fixed deposits, Insurance, Direct Equities, guaranteed plans, ULIPs, etc.
• Proven track record of meeting or exceeding sales targets in a competitive environment.
• Certifications: NISM VA / CFP / Other Wealth related certifications preferred.

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Soft Skills & Attributes

• Excellent verbal and written communication skills, with proficiency in English, Hindi, and one local language.
• Strong telephonic skills and ability to engage and persuade potential clients effectively.
• Professional demeanor with strong business etiquette.
• Adaptability in a fast-paced and evolving environment.
• Self-starter with a passion for continuous learning and ownership.
• Ability to work independently as well as part of a team.
• Applicants from Mumbai are preferred, but suitable candidates from other locations will also be considered.

If you possess the requisite skills and experience, we invite you to apply for this exciting opportunity to grow your career in the wealth management industry.

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