Field Team Structure

Wealthy’s branch network, field team hierarchy, and local support structure

Branch Network

Wealthy has a deep field presence across 25+ cities in India, ensuring partners always have local support — not just remote/digital assistance.

North India

  • Delhi (multiple branches including CP, NSP, Janakpuri)
  • Noida
  • Faridabad
  • Chandigarh
  • Lucknow
  • Kanpur
  • Varanasi
  • Prayagraj

West India

  • Mumbai (Borivali, Dadar, Vashi, Vasai)
  • Pune
  • Ahmedabad
  • Surat
  • South Gujarat (cluster)
  • Nagpur
  • Jaipur

South India

  • Bangalore (HQ)
  • Hyderabad (2 branches)

East India

  • Kolkata
  • Ranchi
  • Patna

Role Hierarchy

Role Responsibility
Senior Vice President National sales leadership (Head Office)
Zone Head Zone-level management covering multiple cities/clusters
Cluster Head/Manager Multi-branch cluster oversight
Area Manager Regional oversight for a group of branches
Branch Manager Individual branch leadership
Sr. Relationship Manager Senior field support for partners
Relationship Manager (RM) Partner-facing, dedicated support — every partner gets one
Insurance Specialist (IS) Insurance product expertise and support
Operation Executive/Specialist Backend operations support
CRO Client Relations

What This Means for Partners

Local Support

  • Every branch has dedicated RMs for partner support
  • Insurance Specialists available in major branches for product-specific help
  • Operations support embedded in field offices — not just at HQ

Dedicated RM Model

  • Every partner is assigned a dedicated Relationship Manager
  • Your RM helps with:
    • Client onboarding assistance
    • Product selection guidance
    • Commission queries
    • Platform troubleshooting
    • Business growth strategy

Branch Resources

  • Training sessions and meetups
  • Marketing support and event coordination
  • NISM exam preparation assistance
  • Hands-on platform demos for new partners

Key Selling Point

Wealthy isn’t just an app — it’s a field-first organization with 25+ branch offices, dedicated RMs, insurance specialists, and operations teams across India. Your partner always has someone local to call, meet, and work with.

Apps & Dashboards

Partner App

Partner Web Dashboard

Client App

Social Media