Relationship Wealth Manager

Job Boosts; Mumbai; On-site; INR 1,500,000 - 2,100,000; Full time

Job summary

Job Boosts is seeking a seasoned Client Advisory & Portfolio Management professional in Mumbai. The role involves understanding client goals, providing research-driven wealth guidance, and maintaining strong relationships to drive sustained revenue growth.

Responsibilities include portfolio reviews, cross-selling across wealth and investment solutions, and ensuring compliant, transparent client interactions. A background in finance with relevant certifications is preferred.

Qualifications

• 4–10+ years of wealth management, investment advisory, or private banking experience.
• Graduate or postgraduate in finance, commerce, economics, or related field.
• Certifications such as CFP, NISM, CFA preferred.

Responsibilities

• Understand clients' financial goals, risk appetite, and time horizon through detailed discussions and portfolio reviews.
• Provide research-based advice across mutual funds, insurance, PMS, AIFs, bonds, equity, and structured products.
• Conduct regular portfolio analysis and create investment plans aligned with client objectives.
• Advise on investment opportunities and build long-term client relationships through meetings and reviews.
• Ensure high-quality client experience with proactive communication and transparency.
• Maintain records of interactions, advice given, and actions taken.

Skills

Wealth management

Client relationships

Portfolio analysis

Sales / cross-sell

Financial markets knowledge

Education

Finance/Economics degree

CFP/NISM/CFA preferred

Tools

CRM tools

Research databases

Job description

Client Advisory & Portfolio Management

• Understand clients financial goals, risk appetite, time horizon through detailed discussions and portfolio deep-dives.
• Catering to the investment needs of clients by providing them research-based advice in Mutual Funds, Insurance, PMS, AIFs, Bonds, Equity, Structured Products, and other wealth offerings.
• Conduct regular portfolio analysis, reviews and create investment plans to ensure alignment with client objectives.
• Advise clients on suitable investment opportunities across asset classes and recommend appropriate product strategies. Client Relationship Management
• Build, nurture, and manage long-term relationships with clients through regular meetings, portfolio discussions, and review sessions.
• Ensure high-quality client experience through proactive communication, responsiveness, transparency, and consultative engagement.
• Conduct periodic client visits and virtual connects to understand changing needs and recommend timely solutions.
• Act as a trusted advisor and single point of contact for clients across investment and service requirements.

Strictly Private & Confidential

Business Growth & Product Penetration

• Achieve business targets across revenue, acquisition, retention, and wallet share.
• Drive cross-sell and upsell across wealth, protection, and investment solutions.
• Increase product penetration by identifying gaps in client portfolios and recommending suitable offerings.
• Continuously acquire new clients and grow the book through referrals, networking, and other client acquisition strategies.
• Work closely with research, product, and operations teams to deliver seamless execution and service. Compliance & Governance
• Adhere to regulatory guidelines, documentation standards, and internal compliance norms.
• Ensure client suitability, risk assessment, and fair practice principles in all recommendations.
• Maintain accurate records of client interactions, advice given, and action taken. Job Requirements Qualifications

Graduate/Postgraduate in Finance, Commerce, Economics, or related field; certifications such as CFP, NISM, CFA (preferred). Prerequisite

Investment Product knowledge is mandatory Experience

4–10+ years of experience in wealth management, investment advisory, or private banking. Functional / Behavarioal Competencies

Acumen towards understanding of client needs and provide adequate and prompt solutions.

Strong understanding of financial markets, products, and portfolio advisory concepts.

Proven track record of managing HNI/affluent client relationships and achieving revenue targets.

Excellent communication, presentation, and relationship-building skills.

High level of integrity, client-centric mindset, and strong analytical ability.