Wealth Relationship Manager

Red Envelope Consultants; Ahmedabad District; On-site; INR 1,200,000 - 2,000,000; Full time

Job summary

A financial services company in Ahmedabad is seeking a Mid-Senior level Sales and Business Development professional to lead the acquisition of HNI clients. The role requires 8-10 years of experience in wealth management with a focus on a personal client book. Ideal candidates will possess strong analytical and communication skills, along with certifications such as CFP or CFA, and be able to manage significant investment sizes. This is a full-time position offering the chance to thrive in a dynamic company.

Qualifications

• 8 – 10 years in wealth management/financial advisory with an existing HNI book in Gujarat.
• Strong communication, analytical skills, and comfort with data/Excel and portfolio discussions.
• Should handle minimum ticket size of 1 Cr.

Responsibilities

• Lead acquisition and relationship management of HNI clients across Ahmedabad, Surat, and Baroda.
• Achieve sales budgets quarterly & yearly.
• Cross-sell mutual funds and other investment products while delivering high-quality advisory.

Skills

Wealth management expertise

Strong communication skills

Analytical skills

Education

CFP, CWM, or CFA certification

Tools

Excel

Job description

Building Careers – Human Resource - Domestic & International Hiring (Gulf, Singapore, Africa & Malaysia)

• Lead acquisition and relationship management of HNI clients across Ahmedabad, Surat, and Baroda using your own strong local network.
• Achieve sales budgets quarterly & yearly.
• Design and review portfolios with focus on IRR, asset allocation, tax efficiency, and long-term goal planning.
• Cross-sell mutual funds and other investment products while delivering continuous, high-quality advisory.

Cultural Fit

• Thrive in an agile, fast-growing startup environment that demands nimbleness, quick decision-making, and comfort with changing priorities.
• Take ownership like a founder: build processes, refine workflows, and adapt as the business scales rather than relying on rigid structures.
• Bring a relationship-first mindset, high integrity, and the maturity to handle sophisticated HNIs in dynamic market conditions.

Qualifications

• 8 – 10 years in wealth management/financial advisory with an existing HNI book in Gujarat.
• Strong communication, analytical skills, and comfort with data/Excel and portfolio discussions.
• Certifications such as CFP, CWM, or CFA are an added advantage.
• Should be able to sell financial products like mutual funds, fixed income, funds, etc. (everything except direct stocks).
• Should be doing B2C work: selling to HNI retail investors (not institutions).
• Should handle minimum ticket size of 1 Cr.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Sales and Business Development

Industries

Financial Services, Investment Banking, and Banking