Wealth Management Relationship Manager

MADHUBAN FINVEST; Mumbai; On-site; INR 600,000 - 1,200,000; Full time

Job summary

Madhuban Finvest is seeking a Wealth Management Relationship Manager to join our Mumbai-based team. This full-time, on-site role focuses on growing a client portfolio and delivering personalized financial guidance across investments and insurance solutions.

You will conduct regular client meetings, monitor portfolios, and adapt plans to changing life stages and market conditions. Strong communication and compliance adherence are essential for success in this position.

Qualifications

• Bachelor's degree in Finance or related field.
• Experience in wealth management, financial advisory, or relationship management is preferred.
• Strong communication and interpersonal skills with client-facing experience.

Responsibilities

• Manage and grow a portfolio of clients by understanding financial goals.
• Recommend investment and insurance solutions across asset classes.
• Conduct regular client meetings and portfolio reviews.
• Provide ongoing financial planning guidance aligned with life stages and market changes.
• Drive business development through referrals and networking.

Skills

Financial Planning

Investment Advisory

Wealth Management

Client Communication

Education

Bachelor's degree in Finance

Certifications (CFP/NISM/IRDA) an advantage

Tools

CRM software

MS Office

Job description

Company Description

Madhuban Finvest is a niche financial services firm that serves as a "Personal CFO" for its clients, helping them manage and grow personal wealth efficiently. The firm focuses on individuals such as entrepreneurs and corporate professionals who may not have the time or expertise to actively manage their personal finances. Madhuban Finvest offers a one-stop solution for personal finance needs, aiming to be a trusted partner that prioritizes clients' best interests.

Role Description

This is a full-time, on-site role based in Mumbai for a Wealth Management Relationship Manager. The role involves managing and growing a portfolio of clients by understanding their financial goals and recommending appropriate investment and insurance solutions.

The Relationship Manager will conduct regular client meetings, review portfolios, and provide ongoing financial planning guidance to ensure alignment with changing life stages and market conditions.

The role also requires proactive client communication, building long-term relationships, and contributing to business development through referrals and networking.

Qualifications

• Strong skills in Financial Planning, including goal-based planning and personal wealth advisory.
• Proficiency in Investment Management and Investments, with the ability to analyze and recommend suitable products across asset classes.
• Solid understanding of Finance principles, including risk assessment, asset allocation, and portfolio monitoring.
• Knowledge of Insurance solutions and their role in comprehensive financial planning.
• Bachelor's degree or higher in Finance, Commerce, Economics, Business, or a related field; relevant certifications (CFP, NISM, IRDA) are an advantage.
• Prior experience in wealth management, financial advisory, or relationship management with retail or HNI clients.
• Excellent communication and interpersonal skills, with the ability to explain financial concepts clearly and build trust-based relationships.
• Strong analytical, numerical, and presentation skills, along with attention to detail and adherence to regulatory and compliance standards.
• Comfort with using financial planning tools, CRM systems, and basic office software to manage client information and reports.