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  • Job opening for a Relationship Manager for in a Wealth Management Company for Mumbai Location

Posted on -June 2, 2021

Designation:-Relationship Manager

Experience:-2 – 4 Years

Salary:- 15-30% Hike on current CTC

Gender:- Any

Qualification:-MBA – Finance/CA/CFA/CFP/Graduation

Position Description:

Candidates should be well versed with equity markets & wealth management products. He should have a fair

understanding of stock market working and related product. He should have excellent communication skills to acquire

clients by building relationship on existing ultra HNI database.

SKILLS Required:-

– Well versed with MS Excel & PPT

– Networking

– Aggressive & result-oriented

– Self-motivated

– Interpersonal skills

– Team Player


• Acquire new clients for below mentioned


Main Product:

– Wealth Products: Equity advisory,

PMS, MF, AIF, FD, Structured

Products, International Funds, Real

Estate Funds, Startup Funds.

Cross Sell Products:

– Private Equity: Fund Raising from VC,


– Debt Syndication: Working Capital

Loan, Term Loan / Project Finance,

Promoter Loan.

– Merchant Banking: Right Issues,

Bonus Issues, Share Buyback, QIP.

– Startup Fund Raising – Pre VC-



Interested candidates kindly forward your updated CV on with your current and expected CTC or call on 9023404909. if interested. We will really appreciate if you forward this position to your colleagues or Friends  

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