Website:
zenflow.finance
Job details:
Zenflow Finance is building a modern, research-driven wealth management platform for India’s rapidly expanding affluent and high-net-worth investor community. We work with HNI and UHNI families, entrepreneurs, business owners, professionals, corporate treasuries and institutions—combining personalised relationship management, research-led insights, disciplined asset allocation and access to a broad investment ecosystem.
We are looking for professionals who want to build more than a sales career. We are looking for people who aspire to become trusted wealth partners to their clients—professionals who believe great wealth management is built on trust, knowledge, relationships and long-term outcomes.
The Opportunity
Junior Relationship Manager – Wealth
1–4 years
Client acquisition, relationship support and building a long-term wealth career
Wealth Manager / Relationship Manager
3–10+ years
Client acquisition, AUM mobilisation, portfolio engagement and relationship ownership
What You Will Do-
01 ) Build & Acquire High-Quality Client Relationships
Develop new relationships across HNIs, UHNIs, entrepreneurs, promoters, business families, senior professionals, corporate clients and affluent investor segments. Build a strong acquisition engine through your natural market, professional networks, client referrals, strategic introductions, local business ecosystems, events, digital networking and disciplined prospecting. Own the client journey from first conversation to relationship activation, investment mobilisation and long-term engagement.
02 ) Become a Trusted Wealth Partner
Develop a deep understanding of each client’s financial objectives, liquidity requirements, investment horizon, risk appetite and existing portfolio. Work with internal research and product specialists to help clients evaluate suitable opportunities across Mutual Funds, Fixed Income & Bonds, PMS, AIFs, Equities, Structured Opportunities, Pre-IPO/Unlisted Opportunities, Insurance and other approved investment solutions. The objective is not simply to distribute products—it is to build enduring relationships by helping clients make better-informed financial decisions.
03 )Grow & Deepen Client Relationships
Identify opportunities to consolidate client assets and deepen relationships through relevant solutions. Work towards clearly defined objectives across new client acquisition, net new assets/AUM, sustainable revenue, client engagement, relationship deepening and retention.
04 )Support Portfolio Reviews & Client Engagement
Coordinate with Zenflow’s research and investment teams to provide relevant market perspectives, investment insights and portfolio information. Support periodic portfolio reviews covering asset allocation, diversification, concentration, performance and evolving opportunities. Proactively engage clients during significant market developments.
05 ) Stay Ahead of Markets
Continuously strengthen your understanding of capital markets, macroeconomic developments, mutual funds, fixed income, PMS, AIFs, equities, alternative investments, investor behaviour, asset allocation and regulatory developments. We expect our Wealth Managers to become increasingly valuable because of the quality of their knowledge, judgement and relationships.
06 ) Maintain the Highest Standards of Conduct
Ensure client interactions, documentation, onboarding and business activities comply with applicable regulations, internal policies and compliance requirements. Maintain complete confidentiality and demonstrate the highest standards of integrity and professional conduct.
Who Should Apply?
We would particularly like to hear from professionals working with Private Banks, Wealth Management Firms, Banks, Securities/Broking Firms, Mutual Fund Distribution Platforms, AMCs, NBFCs, Family Offices and Investment & Financial Services Firms.
• Graduate or Postgraduate; MBA/PGDM in Finance or relevant professional qualifications preferred.
• Relevant experience in wealth management, relationship management, investment products, banking or financial services.
• Strong communication, presentation and interpersonal capabilities with genuine interest in financial markets.
• Ability to develop relationships with affluent and sophisticated investors.
• Strong ownership mentality and an entrepreneurial approach to business development.
• Existing HNI/UHNI or affluent client relationships will be a significant advantage.
• Relevant NISM certifications preferred or to be obtained as required for the role.
• For Junior RM candidates: exceptional hunger, learning ability, relationship skills and execution discipline matter more than having an established client book.
What Will Make You Stand Out?
LOCAL CREDIBILITY + STRONG NETWORKS + INVESTMENT KNOWLEDGE + ENTREPRENEURIAL MINDSET
You can build credibility with business owners, convert professional connections into long-term trust, discuss markets intelligently, prospect consistently without waiting for leads, and think about a client’s overall financial relationship rather than a single transaction.
We Are Looking for Local Market Champions
For Ludhiana, Indore, Hyderabad, Delhi NCR and Patna, we are looking for professionals who understand their city’s wealth ecosystem and can build meaningful relationships within local business and professional communities.
Your Success at Zenflow
Performance will be evaluated holistically across new client relationships, quality of assets mobilised, sustainable revenue, client retention, relationship deepening, client experience, compliance discipline and contribution to the broader Zenflow franchise.
THE GOAL: BUILD A HIGH-QUALITY, LONG-TERM BOOK OF TRUSTED CLIENT RELATIONSHIPS.
Ready to Build Your Wealth Management Career?
If you believe wealth management should be about relationships before transactions, advice before products, and long-term trust before short-term revenue, we would like to hear from you.
APPLY NOW | invest@zenflow.finance
Ludhiana • Indore • Hyderabad • Delhi NCR • Patna
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