Relationship Manager

This role is for one of Weekday’s clients

Salary range: Rs 500000 - Rs 1300000 (ie INR 5 - 13 LPA)

Min Experience: 5+ years

• Location: Mumbai
• JobType: full-time
• Requirements  Acquire new clients by identifying prospects, conducting financial need assessments, and presenting financial planning and investment solutions as per standards.
•  Lead, mentor, and manage a team of financial advisors/relationship managers, ensuring performance targets are met and maintaining high standards of client service.
•  Build and nurture strong client relationships by understanding financial goals and delivering customized wealth solutions  Advise individuals on informed financial decisions to support long-term financial security and growth.
•  Deliver expert guidance on financial planning, investment strategies, and comprehensive wealth management aligned to client needs.

Must-have skills

NISM XA – XB, Customer Relationship Management