Relationship Manager

Job Description Role Overview You will be a part of the Relationships Department at Ikashi Wealth, engaging with High Net-Worth Individuals (HNIs) to provide top-notch wealth management services. Your primary responsibilities will include building and maintaining strong client relationships, converting leads into managed portfolios, advising clients on investment opportunities, monitoring portfolio performance, and collaborating with internal teams for seamless service delivery. 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 For Relationship Managers: - Bachelors/Masters degree in Finance, Commerce, Economics, or related field - Minimum 3 years of experience in Wealth Management, Mutual Funds, Equity, or Financial Advisory - Proven track record of handling HNI clients and converting leads For Relationship Executives: - Bachelors/Masters 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,