First Wealth Relationship Manager

SAP Group; Mumbai; On-site; INR 600,000 - 900,000; Full time

Job summary

SAP Group in Mumbai seeks a wealth management professional to build and maintain relationships with high net worth clients, conducting regular meetings and advisory sessions.

You will assess clients' financial goals and risk appetite, proposing customized investment solutions and cross‑selling mutual funds, insurance, and other investment products to grow assets and deepen client partnerships. The role requires strong communication, prioritization, and compliance with regulatory standards.

Qualifications

• Age up to 35 years maximum.
• Ability to cross-sell wealth management products including mutual funds and insurance.

Responsibilities

• Build and maintain strong relationships with high net worth clients through regular communication and meetings.
• Understand clients' financial goals and risk appetite and provide them with customized investment solutions.

Skills

Relationship building

High net worth clients

Investment solutions

Communication skills

Job description

• Build and maintain strong relationships with high net worth clients through regular communication and meetings.
• Understand clients' financial goals and risk appetite and provide them with customized investment solutions.

Required Candidate profile

Age- 35 Maximum. Cross-sell various wealth management products and services to clients, including mutual funds, insurance, and other investment products.