Relationship Manager

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.

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.

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