Wealth Relationship Manager
Moneyvesta Capital Services Private Limited is seeking a Relationship Manager to handle qualified inbound leads and long-term client relationships. The role involves converting prospects into clients, managing portfolios, and serving as a primary point of contact in a fee-only advisory model. Candidates should have 2-6 years of experience in wealth management or financial services. This position offers a dedicated client book and clear ownership in a hybrid work environment.
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Experience
2-6 years
Function
Sales
Work mode
Hybrid, India
Company
Tier 2
What you will work on
Moneyvesta Capital Services Private Limited is seeking a Relationship Manager to handle qualified inbound leads and long-term client relationships. The role involves converting prospects into clients, managing portfolios, and serving as a primary point of contact in a fee-only advisory model. Candidates should have 2-6 years of experience in wealth management or financial services. This position offers a dedicated client book and clear ownership in a hybrid work environment.
TAL's take
Defined role scope in a specific wealth management niche, though the company is relatively small/unknown.
Clear, concise JD outlining responsibilities, target audience, and expectations for a Relationship Manager.
Must haves
- 2 to 6 years of experience in relationship management or financial services
- Experience converting inbound or warm leads
- Strong communication and interpersonal skills
- Comfort working with high income professionals and HNI clients
About the company
Unfamiliar company, default mid-tier assigned as per instructions for non-flagship organizations.