Website:
rightjobs.co.in
Job details:
💼 We’re Hiring: Wealth Relationship Manager
If you believe wealth management is about understanding people—not just pitching products—this role is for you.
đź“Ť Locations: Kolkata | Jaipur | Ahmedabad
🧠Experience: 3+ Years in B2C Sales (In Capital Market Domain)
🌟 What You’ll Be Doing:
You won’t just sell—you’ll advise, guide, and build lasting relationships.
• Work closely with clients to understand their financial aspirations
• Design personalized investment strategies across asset classes
• Drive business growth through meaningful client engagement
• Stay ahead of market trends and translate them into actionable insights
• Build a strong book of clients and become their go-to advisor
📊 Product Suite You’ll Handle:
A diverse range to truly create impact:
• Equity
• Mutual Funds
• Structured Products
• Insurance
• PMS (Portfolio Management Services)
• AIF (Alternative Investment Funds)
If you’re ready to move from just selling products to building wealth stories, we’d love to connect.
Click on Apply to know more.