26/11 Aditya Modi
Owner at Transcend HR Solutions

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Relationship Manager - Wealth Management Firm - CA/CFA/IIM/ISB/FMS (3-10 yrs)

Mumbai/Navi Mumbai Job Code: 867834

Urgently Required - Relationship Manager - wealth management - Domestic Wealth Management Firm - Mumbai

Company - Domestic Wealth Management Firm

Designation - Relationship Manager - wealth management

Location- Wolli, Mumbai

Role Responsibilities:

- Drive Client Acquisition and Relationship management.

- Drive the delivery of advisory services to clients through high level of engagement and services driven by the values and ethos of the organization.

- Ensure that advisory is carried out based on the intelligence and products recommended by the organization.


- CA (First Attempt) preferably Rank Holder


- MBA from premium institutes

- Experience - 3-10 years as a relationship manager in wealth management


1. Established a Network of his own

2. Very good communication and presentation skills

3. High Customer focus

4. High on Confidence, Well-groomed, and pleasing personality.

If Interested kindly provide CV and below details

Total Experience:
Current CTC Break up: Fixed & Variable
Expected CTC:
Notice Period:
Reason for change:
Reporting to:

Mahesh Chougule HR
cell:-9892731668 / 9833315856/

Women-friendly workplace:

Maternity and Paternity Benefits

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