Wealth Manager

WEALTH MANAGER – MUMBAI

Location: Mumbai

Experience Required: 3+ Years

Education: Graduate / Post Graduate

Salary: Best in Industry | Negotiable for the Right Candidate

Job Responsibilities:

• Manage and advise HNI and affluent clients on investment products.

• Recommend and sell Mutual Funds, PMS, AIF, Bonds, Direct Equity, Unlisted Shares, and other wealth products.

• Acquire new investors and maintain strong client relationships.

• Achieve AUM, revenue, and client acquisition targets.

• Conduct regular portfolio reviews and provide customized investment solutions.

• Coordinate with branch teams for client meetings and business development activities.

Candidate Requirements:

• Minimum 3 years of experience in Wealth Management, Banking, Investment Advisory, or Financial Sales.

• Good understanding of investment products and capital markets.

• Strong communication, presentation, and relationship management skills.

• Target-oriented with the ability to drive business growth.

Benefits:

• Attractive Incentives

• Career Growth Opportunities

• Professional Work Environment

Interested candidates can apply now or contact us for further details.

• It is a Full Time అమ్మకాలు / వ్యాపార అభివృద్ధి job for candidates with 3 - 6+ years Experience.