Wealth Relationship Manager

Job Description :

Easy Investology is looking for dynamic and experienced professionals for the role of  Wealth Relationship Manager .

Candidates must have prior experience in  Wealth Management, Banking, or Financial Advisory , with strong expertise in handling high-net-worth clients and promoting third-party financial products.

Key Responsibilities :

• Build and maintain strong client relationships.
• Offer personalized investment solutions across mutual funds, insurance, PMS, and other financial products.
• Achieve sales and revenue targets through effective client engagement.
• Ensure client satisfaction and long-term portfolio growth.

Eligibility :

Location :  Thane / Kalyan

Salary :  ₹20,000 – ₹50,000 + Attractive Incentives

Education :  MBA / BMS preferred

Skills Required

Mutual Funds, Wealth Management, Client Servicing, Pms, Insurance, Financial Advisory