Wealth Manager

Relationship Manager – Wealth & InvestmentsCompany: Promore Fintech Private Limited

Location: Ahmedabad

Employment: Full Time

About the RolePromore Fintech is looking for a client-focused Relationship Manager – Wealth & Investments to acquire, develop and manage long-term client relationships.

This is a client-facing, revenue-generating wealth management role, not a telecalling-only position.

The candidate will understand clients' financial requirements, build relationships and help clients access suitable financial solutions across mutual funds, fixed income, insurance and other wealth-management products.

• What You Will DoAcquire new clients through self-generated leads, referrals, networking and company opportunities.
• Conduct meetings with individuals, families, professionals and business owners.
• Understand client goals, investment horizon, liquidity requirements and risk profile.
• Build and maintain long-term client relationships.
• Grow client AUM and revenue responsibly.
• Present suitable mutual funds, fixed-income, insurance and other financial solutions.
• Cross-sell relevant financial products based on client requirements.
• Conduct regular portfolio reviews and client follow-ups.
• Generate referrals from satisfied clients.
• Maintain accurate client records, follow-ups and sales pipeline.
• Coordinate with product, operations and client-service teams for smooth onboarding and servicing.
• Stay updated on financial markets, products and regulatory developments.
• Work towards monthly and annual acquisition, AUM and revenue targets.

Who We Are Looking ForRequired:

Graduate with 1–4 years of experience in BFSI sales, wealth management, mutual funds, insurance, banking, broking, investment products or financial-services relationship management.

The candidate should have:

• Strong communication and interpersonal skills.
• Confidence in conducting face-to-face client meetings.
• Client acquisition and relationship-management ability.
• Understanding of basic financial products.
• Sales and target orientation.
• Strong follow-up discipline.
• Gujarati and Hindi communication ability.
• Good professional English.

PreferredCandidates with previous experience as a:

Relationship Manager / Wealth Manager / Investment Advisor / Mutual Fund RM / Priority RM / Personal Banker / Financial Product Sales RM / Broking RM

will be preferred.

NISM certification, mutual-fund experience and an existing client/network base will be an advantage.

What Success Looks LikeThe successful candidate will be expected to:

Acquire quality clients → build long-term relationships → increase AUM → generate recurring revenue → retain and deepen client relationships.

Compensation₹30,000–₹50,000 fixed per month + performance-linked incentives

Higher compensation may be considered for candidates with demonstrated AUM/revenue generation or an established client network.