Relationship Manager (Wealth Solutions)

ABOUT THE ROLE / WHAT ARE WE LOOKING FOR

Let's face it — most sales jobs sound dull. Endless cold calls, boring targets, and 'sell me this pen' interviews! At metacaps.ai, we do things differently.

Here, you won't be selling ordinary products — you'll be helping clients discover cutting-edge, AI-driven investment solutions that are genuinely unique and outperform traditional SIPs and mutual funds.

We don't believe in hard selling. Instead, we believe in smart explaining — if you can simplify complex financial concepts and communicate value with passion, the product sells itself.

We're looking for analytical storytellers — people who love numbers, enjoy decoding financial ideas, and can turn complexity into clarity. You don't need to be a sales wizard — just someone curious, confident, and eager to help clients invest smarter.

At metacaps.ai, every day is about creating value, not chasing targets.

SKILLS THAT CAN GET YOU THIS JOB

• Good communication skills
• Strong analytical mindset; comfort with basic math & stats (mean, median, standard deviation etc.)
• Passion for consultative sales, not traditional target-chasing roles
• Basic Excel knowledge (thoda thoda bhi chaega)
• Entrepreneurial attitude suited for a fast-paced startup
• YOU GET BROWNIE POINTS IF
• Have strong academic track record in math / statistics
• Have up to 18 months experience in financial services
• Understand basics of mutual funds, ULIPs, and related investment instruments
• You already know the difference between regular and direct mutual funds
• You already know what are ULIPs

WHAT'S IN IT FOR YOU

ABOUT THE COMPANY AND WHAT ARE WE BUILDING

metacaps.ai is one of India's fastest-growing AI-driven robo-advisory platforms, powered by innovative, content-led client acquisition through our co-founder's YouTube channel —https : / / www.youtube.com / @IndraanilGuha

WHERE TO SEND CV

Send your CV + short cover note at [HIDDEN TEXT] explaining why you're a great fit.

(Final-year students may also apply for internships leading to full-time roles)

Skills Required

Good Communication Skills