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Senior Relationship Manager@Etica Wealth Management

Company Name Etica Wealth Management
Location Churchgate, Mumbai, India
Job Type Senior Relationship Manage
Job Description

Company Profile : 

Etica Wealth Management Private Ltd. is a Financial Planning and Wealth
Management company. We cater to more than 500 families involving Financial Planning,
Investment Advisory, Risk Management, Portfolio & Wealth Management etc with AUM over
Rs 750 Crore. We believe in a simple approach – ‘Advise clients only those actions which we
implement for our own portfolio’. Also, we firmly believe that “every client is unique & every
plan has to be unique”. We strive to be the client’s most trusted advisor by being transparent
& focused on clients’ primary interests.

Job Description : 

• Client Meeting: Maintain relationship of Existing Client book and add new clients,
Implement and Monitor their financial plan and being one stop solution for their
financial needs.
• Preparation of Financial Plan: Collect all documents from Client and prepare and
update financial plan on regular basis.
• Operation: Discuss with Client on the transaction for the Client and able to execute
transaction online through transaction platform
• Review of Client Portfolio: Regular meeting and monitoring of Client portfolio and
review it every quarter.

Candidates Profile :  

ü Graduate in any discipline with CFP Degree with 3 years of experience in Financial
Planning and Client Handling
ü Oral and written communication skills in English
ü Efficient at MS Excel
ü Comfortable with use of technology


Salary :  As per industry standards, negotiable for the right candidate.

Interested candidates can mail their updated

resumes at “” with the company name and profile name.

Please go through the JD carefully before applying.

Posted Date 22/11/2019