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Relationship Manager - Wealth

Company

Moneyfrog Financial Services Pvt. Ltd.

Location

mumbai, maharashtra

Posted

June 23, 2026

Position Overview

Company Description

Moneyfrog Financial Services Pvt. Ltd. is a tech-enabled wealth management platform dedicated to simplifying investment journeys. By leveraging advanced technology, the platform provides unbiased and research-driven investment guidance tailored to individual financial goals, risk tolerance, and timelines. Moneyfrog offers a comprehensive suite of services, including investment tracking, customized solutions, online transaction execution, and regular portfolio reviews to adapt to changing market conditions. As a regulator-certified distributor in India, Moneyfrog serves HNI, affluent, and NRI clients, delivering reliable and lifelong financial solutions.Job Description: Relationship Manager - Wealth


Experience: Min 2- 3 years Proven experience in acquiring and managing clients for investment products, including Mutual Funds, Stock Markets, Insurance, and other financial instruments.

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