Relationship Executive, Malkapur

Company Description Ikashi Wealth is a premier end-to-end wealth advisory firm dedicated to helping High Net-Worth Individuals (HNIs) achieve their financial goals through personalized investment strategies. Our expertise spans Mutual Funds, Equity, Portfolio Management, and Comprehensive Wealth Solutions. With a client-first approach, we focus on building long-term trust and delivering measurable growth.Job Location: We're hiring at our new 2.5-acre green campus in Malkapur (near Jalgaon/Akola)! Work where fresh ideas meet fresh air—tree-lined walkways, open courtyards and quiet zones for deep focus. Salary/Pay Range : 40k-45k per month Role Description We are expanding our Relationships Department and seeking dynamic professionals who can engage with HNI clients and provide high-quality wealth management services. Therole involves client acquisition, portfolio advisory, and relationship management, ensuring that every client receives customized financial strategies aligned with their goals.Key Responsibilities Build and maintain strong relationships with HNI clients Convert qualified leads into managed portfolios Advise clients on investment opportunities across Mutual Funds, Equity, and Wealth Management products Monitor and review client portfolios to ensure consistent performanceCollaborate with internal teams to deliver seamless wealth advisory services Qualifications Relationship Manager Bachelor's/Master's degree in Finance, Commerce, Economics, or related field 2–3 years of experience in Wealth Management, Mutual Funds, Equity, or Financial Advisory Proven track record of handling HNI clients and converting leadsRelationship Executives Bachelor's/Master's degree in Finance, Commerce, Economics, or related field Minimum 1 year of experience in Wealth/Equity/Mutual Funds domain Strong communication and interpersonal skills Ability to understand client needs and provide appropriate investment solutions