Relationship Manager
Wealth Studiio Jajooji.com
Indore, Madhya Pradesh, India0–3 yrs3h agovia LinkedIn
This job at a glance
- Who can apply
- Freshers and up to 3 years
- Must know
- NetworkingOnboardingOperationsSalesExcelCRM
- Work
- On-site in Indore
- Pay
- Not stated by the employer.
- Skill demand
- Sales61%Operations12%Networking7%Onboarding5%of 99 similar fresher jobs posted in India this week
- Listed
- 29 Oct 2026 · still open
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About the Organisation
Wealth Studiio Jajooji.com serves individuals, families, and business owners with investment and protection solutions, including mutual funds, insurance, bonds, SIF, PMS, AIF, and related wealth services.
About the Role
Wealth Relationship Manager
Indore | Full-time, Field based, on-site | 0–3 years’ experience
This is a field-based role focused on building client relationships, understanding financial needs, and growing business. You will meet clients, manage their portfolios, and develop new opportunities through referrals and networking.
Key Responsibilities
- Build relationships with new and existing clients; understand their goals, preferences, and risk profiles.
- Hold portfolio reviews and present suitable investment and protection solutions.
- Help clients with onboarding, KYC, transactions, and service requests; coordinate with operations to resolve issues.
- Generate new business through referrals, networking, and client meetings.
- Maintain accurate client records and follow company processes.
What Success Looks Like
- Clients receive timely, reliable service and continue their relationship with the firm.
- New clients and business grow, while recommendations remain suited to client needs.
- Client records, transactions, and follow-ups are accurate and up to date.
Key Performance Indicators
- Number of clients acquired and retained.
- Net SIP sales and net equity sales.
- Renewal ratio and net fresh insurance premium.
- Referrals generated, client meetings completed, and service issues resolved on time.
Requirements & Tech Stack
- Graduate in finance, commerce, economics, business, or a related field; or 1–3 years of relevant experience.
- Working knowledge of investment and insurance products; NISM or insurance certification is an advantage.
- Good communication and relationship skills; comfortable speaking with affluent and HNI clients.
- Target-focused, client-first, and comfortable with Excel, presentations, and CRM tools.
Compensation
- Fixed salary will be discussed based on experience and suitability.
- A performance-linked variable component may reach ₹25,000 per month or more for a starter, subject to performance and the applicable incentive structure.
Why Join Us
- Gain exposure to a range of financial products.
- Learn from experienced professionals.
- Build a career in wealth management.
To Apply
- Email your CV to [email protected] with the subject “Application – Wealth Relationship Manager”.