Wealth Relationship Manager

Experience:

Compensation:

About the Role

Wealth Relationship Manager

If you have a strong understanding of financial products and enjoy working in a results-oriented environment, this role is for you.

Key Responsibilities

• Develop and maintain strong relationships with clients and partners
• Understand client needs and offer tailored solutions
• Achieve monthly and quarterly sales targets
• Collaborate with internal teams to ensure smooth onboarding and service delivery
• Track sales performance and report metrics regularly

Who We’re Looking For

• 1–2 years of experience in Sales or Relationship Management (BFSI background preferred)
• Excellent communication and negotiation skills
• Target-driven with a proactive and customer-first approach
• Strong interpersonal skills and a collaborative mindset

What We Offer

• Competitive fixed salary plus attractive incentives
• Rapid career growth based on performance and impact
• Supportive work culture focused on learning and results
• Exposure to the BFSI ecosystem and leadership opportunities

career@yatishfinance.com

Apply now and grow with us!