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Company Description Aayushman Money Mall is a growing financial services organization focused on delivering wealth management, investment, and advisory solutions to individual and institutional clients. The company aims to provide transparent, client-centric financial guidance that supports long-term wealth creation and financial security. By combining industry expertise with personalized service, Aayushman Money Mall seeks to build lasting relationships based on trust and performance. Team members are encouraged to contribute ideas, collaborate across functions, and help enhance the overall client experience. The organization values integrity, professionalism, and continuous learning in a dynamic, evolving financial landscape.
Role Description The Senior Wealth Relationship Manager – HNI Clients is a full-time, on-site role based in Raipur. This position is responsible for managing and growing relationships with high-net-worth individuals (HNI), understanding their financial goals, and recommending suitable wealth management solutions. Day-to-day tasks include meeting clients, conducting financial reviews, proposing investment strategies, monitoring portfolio performance, and ensuring timely service delivery. The role involves coordinating with internal product, research, and operations teams to provide customized investment offerings and seamless execution. The Senior Wealth Relationship Manager also handles client onboarding, documentation, compliance requirements, and contributes to business development through referrals and networking.
Qualifications
- Strong relationship management skills, with the ability to engage, retain, and grow HNI client portfolios.
- Proficiency in wealth management, financial planning, and investment advisory for high-net-worth clients.
- Solid understanding of financial products such as mutual funds, equities, bonds, insurance, and alternative investments.
- Ability to analyze client profiles, assess risk tolerance, and design appropriate asset allocation strategies.
- Excellent communication, negotiation, and presentation skills for client meetings and reviews.
- Comfort with using CRM tools, portfolio management systems, and basic office productivity software.
- Knowledge of regulatory and compliance norms related to investments and client documentation.
- Bachelor’s degree in Finance, Commerce, Business, Economics, or a related field; advanced certifications (such as CFP, NISM, or equivalent) are an advantage.
- Proven experience in wealth management or relationship management roles, preferably handling HNI clients.
- Ability to work on-site in Raipur, manage multiple client relationships, and meet business and service targets.
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