Wealth Relationship Manager

Moneyvesta Wealth Management; Gurugram District; Hybrid; INR 900,000 - 1,300,000; Full time

Benefits offered by this job

Hybrid working model

Job summary

Moneyvesta Capital Services Private Limited is seeking a Relationship Manager to convert qualified leads into clients and manage ongoing client relationships. You will own end-to-end relationships, coordinate onboarding and portfolio reviews, and work with advisory and operations teams in a hybrid model.

The ideal candidate has 2–6 years in relationship management or wealth services, strong communication skills, and experience handling HNI clients. CFP preferred; NISM XA/XB mandatory.

Qualifications

• 2 to 6 years of experience in relationship management, client acquisition, banking, wealth management, or financial services.
• Experience converting inbound or warm leads.
• Strong communication and interpersonal skills.
• Comfort working with high income professionals and HNI clients.
• CFP certification preferred.
• NISM XA and XB certification mandatory

Responsibilities

• Engage with qualified inbound leads and conduct structured discovery conversations.
• Convert prospects into clients through consultative discussions and follow ups.
• Manage and grow relationships for clients assigned to you.
• Act as the single point of contact for assigned clients.
• Coordinate onboarding, documentation, portfolio reviews, and service requests.
• Communicate advisory processes, recommendations, and updates clearly.
• Maintain accurate CRM records for leads and assigned clients.
• Work closely with advisory, research, and operations teams.
• Ensure compliance, confidentiality, and ethical standards

Skills

Relationship management

Client acquisition

Communication skills

Interpersonal skills

HNI client handling

Job description

Organisation: Moneyvesta Capital Services Private Limited

Employment Type: Full Time

About the Role

We are hiring a Relationship Manager who will be responsible for converting qualified leads into clients and managing assigned client relationships on an ongoing basis.

Clients will be allocated to you post onboarding, and you will remain their primary point of contact. This role combines new client acquisition through warm leads with long term relationship ownership.

The role follows a consultative and ethical approach aligned with a fee only wealth management model. This is not a cold calling or aggressive sales role.

Key Responsibilities

• Engage with qualified inbound leads and conduct structured discovery conversations
• Convert prospects into clients through consultative discussions and follow ups
• Manage and grow relationships for clients assigned to you
• Act as the single point of contact for assigned clients
• Coordinate onboarding, documentation, portfolio reviews, and service requests
• Communicate advisory processes, recommendations, and updates clearly
• Maintain accurate CRM records for leads and assigned clients
• Work closely with advisory, research, and operations teams
• Ensure compliance, confidentiality, and ethical standards

Who Should Apply

You should consider this role if you

• Are comfortable converting warm leads into clients
• Enjoy owning client relationships end to end
• Can balance persuasion with trust and transparency
• Prefer long term relationship building over transactional selling

Preferred Background and Qualifications

• 2 to 6 years of experience in relationship management, client acquisition, banking, wealth management, or financial services
• Experience converting inbound or warm leads
• Strong communication and interpersonal skills
• Comfort working with high income professionals and HNI clients
• CFP certification preferred
• NISM XA and XB certification mandatory
• Strong follow through and ownership mindset

What We Offer

• Assigned client book with clear ownership
• Steady pipeline of qualified inbound leads
• Work with a SEBI registered, fee only wealth management firm
• Hybrid working model with flexibility
• Long term career growth and responsibility