Relationship Executive

Company Description

Ikashi Wealth is a premier end-to-end wealth advisory firm dedicated to helping High Net-Worth Individuals (HNIs) achieve their financial goals through personalized investment strategies. Our expertise spans Mutual Funds, Equity, Portfolio Management, and Comprehensive Wealth Solutions. With a client-first approach, we focus on building long-term trust and delivering measurable growth.

Job Location: We're hiring at our new 2.5-acre green campus in Malkapur (near Jalgaon/Akola)!

Work where fresh ideas meet fresh air—tree-lined walkways, open courtyards and quiet zones for deep focus.

Salary/Pay Range: 40k-45k per month

Role Description

We are expanding our Relationships Department and seeking dynamic professionals who can engage with HNI clients and provide high-quality wealth management services. The role involves client acquisition, portfolio advisory, and relationship management, ensuring that every client receives customized financial strategies aligned with their goals.

Key Responsibilities

• Build and maintain strong relationships with HNI clients
• Convert qualified leads into managed portfolios
• Advise clients on investment opportunities across Mutual Funds, Equity, and Wealth Management products
• Monitor and review client portfolios to ensure consistent performance
• Collaborate with internal teams to deliver seamless wealth advisory services

Qualifications

Relationship Manager

• Bachelor's/Master's degree in Finance, Commerce, Economics, or related field
• 2–3 years of experience in Wealth Management, Mutual Funds, Equity, or Financial Advisory
• Proven track record of handling HNI clients and converting leads

Relationship Executives

• Bachelor's/Master's degree in Finance, Commerce, Economics, or related field
• Minimum 1 year of experience in Wealth/Equity/Mutual Funds domain
• Strong communication and interpersonal skills
• Ability to understand client needs and provide appropriate investment solutions

Skills Required
Mutual Funds, Equity, Financial Advisory