Samar Capital is a wealth and asset management business catering to India's rising affluent class. We are actively hiring across many roles! Role Overview Relationship Managers manage affluent portfolios, acquire clients, and deliver advice with the support of Advisors. Key Responsibilities 1. Client Management - Manage portfolios and reviews 2. Client Acquisition - Referrals - Network building 3. Advisory Execution - Work with Advisors - Document advice 4. CRM & Platform Use - Maintain funnels - Use AI RM-CoPilot Ideal Candidate Characteristics • 3–8 years in affluent wealth • Good acquisition ability • Strong client communication
Company Description Samar Capital is a wealth and asset management company designed to be a differentiated wealth management firm. We invest in people and the tools and systems needed to enable them to fulfil their potential. Focussed on India's growing affluent population, we aim to use AI to connect the fragmented knowledge of a client and connect it with investment views, advisory and product fitment to provide tailored solutions at scale while keeping the human touch that is essential for this segment. Role Description These are full-time for professionals in Wealth Management focusing on Products, Advisory, and Relationship Management. The product and advisory group would be building out the product bouquet, sourcing them and building solutions that are consistent with in-house investment views, and customising the same for a client. Relationship managers would have the chance to lead and develop teams and help in client acquisition and expanding relationships. The team will work closely with the engineering team building the AI to ensure a consistent, high quality experience for clients. What we are looking for Individuals who excel at working with people, demonstrate high empathy, and possess deep listening skills. Professionals who understand their field of work enough to communicate clearly, respectfully, and without unnecessary industry complexity. A mindset rooted in accountability, discipline, and a rigorous, process-driven approach. Are curious and willing to learn about AI
Samar Capital is a wealth and asset management business catering to India's rising affluent class. We are actively hiring across many roles! Role Overview Relationship Managers manage affluent portfolios, acquire clients, and deliver advice with the support of Advisors. Key Responsibilities 1. Client Management - Manage portfolios and reviews 2. Client Acquisition - Referrals - Network building 3. Advisory Execution - Work with Advisors - Document advice 4. CRM & Platform Use - Maintain funnels - Use AI RM-CoPilot Ideal Candidate Characteristics 38 years in affluent wealth Good acquisition ability Strong client communication