Wealth Manager

Relationship Manager – Wealth & Investments Company: 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 For Required: 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.