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2 lakh salary per month

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Relationship Manager
Karvesta llp
Remote
Up to ₹1,00,000 a month
Contractual / Temporary, Freelance, Part-time, Full-time

Job details

Up to ₹1,00,000 a month
Work from home, Flexible schedule
Contractual / Temporary, Freelance, Part-time, Full-time
Remote

Full job description

Relationship Manager – Wealth Management (Mutual Funds & PMS)

Job Details:

  • Job Type: Full-Time / Part-Time / Contractual
  • Work Location: Remote (Work from Home)
  • Industry: Financial Services / Wealth Management
  • Company Name: Karv Capital (karvcapital.in)

Job Description

Are you a results-driven financial sales professional with strong networking skills? Karv Capital is looking for ambitious Relationship Managers on a Full-Time, Part-Time, or Contractual basis to join our team remotely.

In this role, you will be responsible for prospecting High Net Worth Individuals (HNWIs) / elite clientele, generating leads, and converting them into long-term wealth management clients by offering Mutual Funds and Portfolio Management Services (PMS).

Key Responsibilities:

  • Client Acquisition: Identify, network with, and pitch wealth management solutions to elite-class clients, Ultra-HNIs, and affluent families.
  • Lead Generation & Conversion: Proactively source investment leads and guide prospects through the onboarding and investment journey.
  • Financial Advisory: Assess client financial profiles and recommend suitable Mutual Fund schemes and PMS strategies aligned with their investment goals.
  • Relationship Management: Maintain high-touch ongoing relationships with clients to ensure satisfaction and portfolio growth.
  • Compliance & Company Norms: Adhere strictly to SEBI regulations, industry guidelines, and Karv Capital's internal compliance standards.

Pay & Benefits Structure:

We offer flexible models tailored to your work preferences:

  • Full-Time Role:
  • Fixed Base Salary + Attractive Variable Incentives
  • Career growth into leadership roles within wealth management.
  • Part-Time / Contractual Role:
  • Incentive-Only Model (Uncapped)
  • Earning Potential: High-performing part-time advisors can earn up to ₹1,000,000 (1 Lakh+) per month based on lead conversion volume and AUM (Assets Under Management) generated.

Additional Benefits:

  • 100% Remote / Work From Anywhere: Enjoy full location independence.
  • Flexible Working Hours: Set your schedule around client calls and networking.
  • Product Support: Complete back-office, administrative, and research support from Karv Capital.

Required Qualifications & Skills:

  • Experience: 1+ years of experience in Wealth Management, Financial Services, Private Banking, or Insurance / Mutual Fund sales.
  • Target Audience Focus: Proven ability or existing network to connect with High-Net-Worth (HNI) / Elite class clients.
  • Product Knowledge: Good understanding of Mutual Fund products, Asset Classes, and Portfolio Management Services (PMS).
  • Certifications (Preferred): Valid NISM Series V-A (Mutual Fund Distributors Certification) or relevant financial industry certifications.
  • Soft Skills: Excellent verbal and written communication, strong persuasive skills, and professional phone/video etiquette.

Pay: Up to ₹100,000.00 per month

Work Location: Remote

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