Relationship Manager - Wealth Management

Samar Capital is a wealth and asset management business catering to India's rising affluent class. We are actively hiring across many roles!

Role Overview

Relationship Managers manage affluent portfolios, acquire clients, and deliver advice with the support of Advisors.

Key Responsibilities

1. Client Management

- Manage portfolios and reviews

2. Client Acquisition

- Referrals

- Network building

3. Advisory Execution

- Work with Advisors

- Document advice

4. CRM & Platform Use

- Maintain funnels

- Use AI RM-CoPilot

Ideal Candidate Characteristics

38 years in affluent wealth

Good acquisition ability

Strong client communication