Wealth Manager / Relationship Manager

₹5L – ₹10L • No equity

About WealthUp

WealthUp is a smart investment platform helping busy professionals make better financial decisions. We analyse each user’s financial situation and goals to create a hyper-personalised plan that helps them achieve their objectives faster.

We’re building India’s most trusted, intelligent wealth management experience — one that feels clean, calm, and premium from the very first interaction.

Role Overview

We are looking for a highly motivated Wealth Manager / Relationship Manager to join our growing team.

This role involves working closely with clients and prospective clients to understand their financial needs, guide them through their WealthUp journey, and build long-term relationships. You will be responsible for delivering a high-quality, consultative experience across the customer lifecycle — from the first interaction through ongoing portfolio and relationship management.

The ideal candidate enjoys interacting with people, understands customer needs, communicates financial concepts clearly, and takes genuine ownership of client relationships.

Key Responsibilities

Client Engagement & Wealth Management

• Engage with prospective and existing clients through inbound and outbound channels.
• Understand clients’ financial situations, goals, concerns, and expectations.
• Conduct discovery calls and explain WealthUp’s approach and solutions.
• Help clients make informed financial decisions based on their individual needs.
• Guide clients through onboarding and ensure a smooth start to their WealthUp journey.
• Maintain accurate records of client interactions, requirements, and activities in the CRM.
• Build relationships with prospective clients and relevant partners to expand WealthUp’s reach.

Relationship Management

• Serve as the primary point of contact for assigned clients.
• Build trusted, long-term relationships and ensure a high-quality client experience.
• Proactively engage with clients and understand their evolving financial needs.
• Drive client engagement, retention, and satisfaction.
• Identify relevant financial solutions and opportunities that may benefit clients.
• Coordinate with internal teams to resolve client queries and ensure smooth execution and ongoing service.
• Take ownership of client-related follow-ups and ensure commitments are completed on time.
• Support clients across their broader wealth management journey, including investments, insurance, and other relevant financial solutions.

Desired Candidate Profile

• 1.5–4 years of experience in Wealth Management, Relationship Management, Account Management, Financial Services, or similar customer-facing roles.
• Prior experience in a B2C environment is mandatory.
• Strong communication, presentation, listening, and relationship-building skills.
• Ability to understand customer requirements and provide consultative solutions.
• Strong ownership and follow-through — someone who ensures things get done rather than waiting for clients to follow up.
• Self-driven, organised, and comfortable working in a fast-paced startup environment.
• Genuine interest in helping people make better financial decisions.

Preferred Qualifications

• Prior experience in financial services such as wealth management, insurance, mutual funds, lending, investment platforms, or other financial products.
• Basic understanding of personal finance, investments, mutual funds, insurance, or wealth management.
• Experience working with affluent or high-income customers is a plus.
• Relevant financial certifications such as NISM, AMFI, or IRDAI are a plus.

What We Offer

• Opportunity to work in a high-growth fintech and wealth management environment.
• Significant ownership and responsibility from day one.
• Fast learning curve and exposure to clients across different financial situations.
• Opportunity to build a career in wealth management.
• Competitive compensation with performance-linked incentives.

If you enjoy understanding people, building trusted relationships, and helping clients make better financial decisions, we’d love to hear from you.