FundsIndia is one of India's fastest-growing private wealth management platforms and has received numerous awards. Our mission is to provide everyone access to sophisticated investment advice and the financial system in India. We are focused on being a part of the wealth creation journey of HNI, UHNI, Family Office and Corporates by providing a lifetime Relationship Manager/ Advisor to be a part of their financial Journey. Role Description Th

is is a full-tim

e, on-site role across India for a Wealth Relationship Manager. The Wealth Relationship Manager will be responsible for onboarding clients and managing client portfolios, providing personalised investment advice, and building strong client relationships. Daily tasks include analysing financial markets, preparing financial plans, conducting client meetings, and ensuring client satisfaction. Collaboration with internal teams to deliver comprehensive financial solutions is also expected. Qualifications • Experience in

client port

• f

olio management, financial planning, and investment advisory • Strong understanding of financial markets, mutual funds, and investment products • Excellent communication and interpersonal skills • Proficiency in financial analysis and decision-making • Ability to work effectively in an on-site team environment • Relevant certifications such as CFP, CFA, or similar are a plus • Bachelor's degree in Finance, Economics, Business, or related field

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Wealth Relationship Manager