Relationship Manager - Tech
Dalmia Wealth Pvt Ltd
Full-time
Advertising, Marketing, Promotions, Public Relations, and Sales Managers
Location
Mumbai, Maharashtra, India
Posted
July 19, 2026
Job Description
Company Description Dalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client.
DWPL is expanding its wealth distribution business and looking for driven Relationship Managers to onboard retail, HNI, NRI, and corporate clients across Mutual Funds, PMS, AIFs, Bonds & Structured Products . This individual will be required to build strong relationship with clients, offer expert financial advice, and ensure that customers receive superior service to achieve their investment objectives. Client Relationship Management:
- Conduct regular portfolio reviews to ensure alignment with clients' financial goals.
Sales and Business Development:
- Identify and onboard new clients through networking, referrals, and proactive outreach.
- Promote mutual fund products and services, tailoring solutions to meet client-specific needs.
...
DWPL is expanding its wealth distribution business and looking for driven Relationship Managers to onboard retail, HNI, NRI, and corporate clients across Mutual Funds, PMS, AIFs, Bonds & Structured Products . This individual will be required to build strong relationship with clients, offer expert financial advice, and ensure that customers receive superior service to achieve their investment objectives. Client Relationship Management:
- Conduct regular portfolio reviews to ensure alignment with clients' financial goals.
Sales and Business Development:
- Identify and onboard new clients through networking, referrals, and proactive outreach.
- Promote mutual fund products and services, tailoring solutions to meet client-specific needs.
...