Relationship Manager

Company Description SPI Wealth (Specialised Portfolio Investment) is a goal-based wealth services and distribution firm focused on structured, disciplined, and long-term portfolio building. The firm helps serious investors achieve clarity, confidence, and consistency in their financial journey through disciplined asset allocation and strategic planning. SPI Wealth offers a range of services including mutual fund and PMS distribution, systematic investment plans, retirement and goal-based planning, tax-efficient strategies, and risk and estate planning. The company works with diverse client segments such as families, professionals, business owners, government employees, NRIs, and armed forces personnel who value structured financial planning. Based in Ghaziabad, India, SPI Wealth aims to become one of the country’s most trusted wealth distribution and planning brands, empowering investors to achieve financial independence.
Role Description This is a full-time, on-site Relationship Manager role based in Ghaziabad. The Relationship Manager will manage and grow client relationships by understanding financial goals, recommending suitable investment solutions, and ensuring a disciplined, long-term approach to portfolio building. Responsibilities include conducting client meetings, explaining mutual fund, SIP, PMS, and other product offerings, supporting retirement and goal-based planning, and coordinating documentation and compliance. The role involves ongoing portfolio reviews, responding to client queries, monitoring market developments relevant to client portfolios, and collaborating with internal teams to deliver timely and transparent service. The Relationship Manager is expected to maintain high ethical standards, promote risk-aware investing, and support SPI Wealth’s mission of simplifying financial planning for serious investors.
Qualifications
Candidates should possess strong client relationship skills, including active listening, empathy, and the ability to build long-term trusted partnerships.
Candidates should possess knowledge of wealth management products such as mutual funds, SIPs, PMS, and structured investment solutions, along with basic understanding of asset allocation and portfolio structuring.
Candidates should possess skills in financial planning, including retirement planning, goal-based investing, tax-aware strategies, and risk and estate planning.
Candidates should possess solid communication and presentation skills, with the ability to explain complex financial concepts in clear, simple language.
Candidates should possess strong analytical and problem-solving abilities, including comfort with numbers, data interpretation, and suitability assessment.
Candidates should possess good organizational and time management skills to handle multiple client relationships, follow-ups, and documentation accurately.
Relevant qualifications such as a bachelor’s degree in finance, commerce, business, economics, or a related field are beneficial; professional certifications (e.g., CFP or equivalent) are an advantage.
Prior experience in wealth management, financial product distribution, banking, or investment advisory is preferred; familiarity with Indian regulatory and compliance norms is beneficial.

Work arrangement
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