NeoFinity - Relationship Manager

Join Neo - Redefining Wealth Management.

At Neo, we're building a platform where great Bankers and Relationship Managers can do their best work-free from legacy constraints, driven by clarity, and backed by strong investment thinking.

We're looking for driven Relationship Managers who are ready to lead, not just follow.

This is more than money management-it's about building deep, trust-based relationships with India's emerging next-generation Affluent & HNI clients: aspirational, fast-moving, and seeking real performance, not just packaging.

What You'll Do:

- Build and manage a portfolio of affluent and HNI clients.

- Deliver unbiased, performance-driven wealth solutions.

- Drive trust-based, long-term client relationships.

- Partner with a lean, focused team that prioritizes integrity and client outcomes.

- Contribute to shaping a new-age wealth platform in India.

What We're Looking For:

- 5-10 years of experience in wealth management/private banking.

- Strong client relationship skills with a track record of trust and performance.

- Belief in product integrity, transparency, and unbiased advice.

- Entrepreneurial drive to scale with a growing platform.

Why Neo?.

Backed by strong investment research and advisory capabilities.

A platform that empowers you with the freedom to build, not just maintain.

If you're ready to build something exceptional, not just follow the playbook-let's talk.