Wealth Relationship Manager (Full-Time | On-Site | Ahmedabad)

Soul Finspire is a seasoned yet agile wealth management and financial advisory startup with over two decades of domain experience, strong HNI relationships, and award-winning expertise in mutual funds and comprehensive wealth solutions. The team combines deep market insight with a fast-paced, entrepreneurial culture where ownership, speed of execution, and client-centric thinking are core values.​

Sales Role Overview

• Lead acquisition and relationship management of HNI clients across Ahmedabad, Surat, and Baroda using your own strong local network.
• Design and review portfolios with a focus on asset allocation, tax efficiency, and long-term goal planning.
• Cross-sell mutual funds and other investment products while delivering continuous, high-quality advisory.

Cultural Fit

• Thrive in an agile, fast-growing startup environment that demands nimbleness, quick decision-making, and comfort with changing priorities.
• Take ownership like a founder: build processes, refine workflows, and adapt as the business scales rather than relying on rigid structures.
• Bring a relationship-first mindset, high integrity, and the maturity to handle sophisticated HNIs in dynamic market conditions.

Qualifications

• 3–7 years in wealth management/financial advisory with an existing HNI book in Gujarat.
• Strong communication, analytical skills, and comfort with data/Excel and portfolio discussions.
• Certifications such as CFP, CWM, or CFA are an added advantage.

Visit us on https://www.soulfinspire.com/

Write to us on shriya@soulfinspire.com