{"id":3324098,"url":"https://alion.io/job/weekday-relationship-manager-3","title":"Relationship Manager","company":{"id":7097,"name":"Weekday","domain":"weekday.works","url":"https://alion.io/company/weekday","size_band":"51-200","is_staffing_agency":true,"employer_type":"agency","is_intermediary":false,"listed_via":null,"ats_vendor":"Workable","truth_index":{"grade":"B","score":81,"open_postings":91,"ghost_share":0,"stale_share":0.978,"repost_share":0,"time_to_fill_p50_days":6,"computed_at":"2026-10-29T05:49:05Z"}},"role":"Finance","role_family":"Finance","seniority":null,"employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Mumbai, India"],"countries":["IN"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":500000,"max":1200000,"currency":"INR","period":"year","gross":null,"usd_annual":12666},"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-10-27T09:12:08Z","employer_posted_date":"2026-10-27","last_verified_at":"2026-10-29T06:10:14Z","board_verified":true,"closed_at":null,"days_open":1,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":1},"description":"This role is for one of Weekday’s clients\nSalary range: Rs 500000 - Rs 1200000 (ie INR 5 - 12 LPA)\nMin Experience: 5+ years\nLocation: Mumbai\nJobType: full-time\nWe are looking for a proactive and client-focused Relationship Manager with a strong understanding of wealth management, financial planning, and investment strategies. The ideal candidate will be responsible for building and maintaining long-term client relationships, understanding individual financial goals, and providing tailored financial solutions to support wealth creation and preservation.\nThe role requires excellent stakeholder management, communication, and client engagement skills, along with strong analytical abilities to assess financial information and recommend suitable strategies. The candidate should be self-driven, goal-oriented, and committed to delivering exceptional client service while contributing to business growth.\nRequirements\nKey Responsibilities\n1. Client Relationship Management\nBuild and maintain strong, long-term relationships with clients by understanding their financial needs, investment objectives, and risk appetite.\nAct as the primary point of contact for client queries, financial requirements, and service-related requests.\nConduct regular client meetings and follow-ups to strengthen engagement and identify opportunities to enhance client relationships.\nEnsure a high standard of client satisfaction through timely communication, personalised support, and proactive relationship management.\n2. Wealth Management and Financial Planning\nUnderstand clients' financial goals and recommend suitable wealth management and investment solutions.\nSupport clients in developing financial plans aligned with their investment objectives, risk tolerance, and long-term goals.\nProvide relevant insights on investment strategies, portfolio allocation, and wealth creation opportunities.\nMonitor client requirements and changing financial priorities to recommend appropriate adjustments in consultation with relevant financial experts.\n3. Financial Analysis and Advisory\nAnalyse financial information, investment objectives, and relevant market developments to support informed recommendations.\nAssess client portfolios and identify opportunities to improve investment alignment with their financial goals.\nProvide clear explanations of financial products, investment options, and associated risks.\nCoordinate with internal specialists to address complex financial requirements and deliver suitable client solutions.\n4. Stakeholder Management and Client Engagement\nCollaborate with internal teams and external stakeholders to ensure seamless delivery of financial services.\nMaintain clear and professional communication with clients throughout the relationship lifecycle.\nProactively address client concerns and coordinate resolutions within agreed timelines.\nBuild trust through transparency, responsiveness, and a thorough understanding of client expectations.\n5. Business Development and Relationship Growth\nIdentify opportunities to deepen existing client relationships and expand the portfolio of clients served.\nBuild referral networks and leverage professional relationships to generate potential business opportunities.\nWork towards relationship management, client retention, and business growth objectives.\nStay informed about market trends, investment products, and wealth management practices to strengthen client engagement.\nMust-Have Skills\nWealth Management\nStakeholder Management\nClient Relationship Management\nFinancial Planning and Investment Strategies\nClient Engagement and Communication\nFinancial Analysis\nProblem-Solving and Analytical Thinking\nGood-to-Have Skills\nFinancial Advisory\nPortfolio Management\nInvestment Products and Solutions\nBusiness Development\nClient Acquisition and Retention","description_format":"text","description_chars":3807,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":[],"lifecycle":[{"event":"open","at":"2026-10-27T09:12:08Z"}],"visa":[],"liveness":{"score":35,"band":"fade","label":"Fading","p_open":1,"p_active":0.348,"p_room":1,"age_days":1,"expected_fill_days":6,"reasons":["conf:3","agency","stale_co","velocity","win:early","comp:brand"],"computed_at":"2026-10-29T05:49:05Z"},"pay":{"stated_usd_annual":12666,"is_top_pay":false},"html_url":"https://alion.io/job/weekday-relationship-manager-3","json_url":"https://alion.io/job/weekday-relationship-manager-3.json","meta":{"generated_at":"2026-10-29T09:06:14Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":13797,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-30T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":7097},"rest":"https://alion.io/mcp/rest/get_company?id=7097"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fweekday-relationship-manager-3"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fweekday-relationship-manager-3"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fweekday-relationship-manager-3"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/weekday-relationship-manager-3\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fweekday-relationship-manager-3"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3324098}},{"tool":"search_jobs","arguments":{"company":"weekday.works","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3324098},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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