Wealth Relationship Manager – Client Acquisition
4 days ago
📍 Location: Delhi & Mumbai 🏢 Company: AUM Capital Market Pvt. Ltd. 🕒 Experience: 4–10 years | 💰 CTC: ₹10–25 LPA (Negotiable for the right fit)🌟 About AUM Capital:AUM Capital Market Pvt. Ltd. is a leading Wealth Management and Investment Advisory firm with over 25 years of excellence in serving HNI, UHNI, and Corporate clients across India. The firm is known for its holistic wealth solutions, strong client relationships, and ethical advisory standards.🔑 Role Overview:We are looking for dynamic and driven professionals to join AUM Capital’s expanding Wealth Management team. As a Wealth Relationship Manager, you will be responsible for acquiring new HNI & UHNI clients, managing relationships, and building your own AUM book through advisory and investment solutions.🎯 Key Responsibilities:Acquire and onboard new HNI / UHNI / Corporate clients through proactive market outreach.Manage and grow a personal AUM portfolio through strong client relationships and retention.Provide comprehensive investment solutions including Mutual Funds, PMS, AIF, Bonds, FDs, and Structured Products.Deliver tailored wealth management strategies based on client goals and risk profiles.Stay updated with capital market trends, financial instruments, and regulatory changes.🧩 Who You Are:4–10 years of experience in Wealth Management / Investment Advisory / BFSI Sales.Proven track record in HNI client acquisition and portfolio management.Active NISM (Series V-A, 10A, 10B) and/or IRDA certifications preferred.Strong communication, presentation, and relationship management skills.Stable career history and target-driven mindset.💰 What’s in It for You:Competitive fixed + attractive variable incentive structure.Freedom to grow your personal book and earn recurring revenues.Exposure to a complete investment product suite (MFs, PMS, AIFs, Bonds, etc.).Direct collaboration with leadership and senior wealth professionals.Long-term growth and learning opportunities in a trusted wealth platform.
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mumbai, India Neuraleap Group Full time📍 Location: Delhi & Mumbai 🏢 Company: AUM Capital Market Pvt. Ltd. 🕒 Experience: 4–10 years | 💰 CTC: ₹10–25 LPA (Negotiable for the right fit)🌟 About AUM Capital:AUM Capital Market Pvt. Ltd. is a leading Wealth Management and Investment Advisory firm with over 25 years of excellence in serving HNI, UHNI, and Corporate clients across...
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Mumbai, Maharashtra, India Neuraleap Group Full time ₹ 5,00,000 - ₹ 15,00,000 per yearLocation: Delhi & Mumbai Company: AUM Capital Market Pvt. Ltd. Experience: 4–10 years | CTC: ₹10–25 LPA (Negotiable for the right fit) About AUM Capital:AUM Capital Market Pvt. Ltd. is a leading Wealth Management and Investment Advisory firm with over 25 years of excellence in serving HNI, UHNI, and Corporate clients across India. The firm is known...
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Wealth Manager
4 weeks ago
Mumbai, India Stack Wealth Full timeAbout us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...
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Nuvama - Wealth Relationship Manager
1 week ago
Mumbai, India Nuvama Wealth and Investment Limited Full timeJob Description - Wealth Relationship Manager Roles and Responsibilities - Catering to the investment needs of clients by providing them research-based advice in MF, Insurance, PMS & Structured Products offerings. - Manage clients through client visits, suggest financial products to the clients and achieve business target. - Responsible for product...
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Relationship Manager – Wealth Management
1 day ago
mumbai, India JR Laddha Financial Services Pvt. Ltd. Full timeJob Description: Relationship Manager Wealth Management (Sales)Location: Mumbai Lower Parel, Kolkata (On-site)Department: Wealth ManagementReporting To: Vice President Wealth ManagementCompensation: INR 6 7 LPA (Fixed) + Performance-Based IncentivesRole OverviewAs a Relationship Manager, we are looking for a dynamic and client-focused professionals from...
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Relationship Manager – Wealth Management
2 weeks ago
Mumbai, Maharashtra, India JR Laddha Financial Services Pvt. Ltd. Full time ₹ 6,00,000 - ₹ 9,00,000 per yearJob Description: Relationship Manager Wealth Management (Sales)Location: Mumbai Lower Parel, Kolkata (On-site)Department: Wealth ManagementReporting To: Vice President Wealth ManagementCompensation: INR 6 7 LPA (Fixed) + Performance-Based IncentivesRole OverviewAs a Relationship Manager, we are looking for a dynamic and client-focused professionals from...
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Relationship Manager – Wealth Management
6 days ago
Mumbai, Maharashtra, India JR Laddha Financial Services Full time ₹ 60,00,000 - ₹ 70,00,000 per yearJob Description: Relationship Manager – Wealth Management (Sales)Location: Mumbai – Lower Parel, Kolkata (On-site)Department: Wealth ManagementReporting To: Vice President– Wealth ManagementCompensation: INR 6 – 7 LPA (Fixed) + Performance-Based IncentivesRole OverviewAs a Relationship Manager, we are looking for a dynamic and client-focused...
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Wealth Relationship Manager
2 weeks ago
Ahmedabad, Hyderabad, Mumbai, India Genius Consultants Full time ₹ 20,00,000 - ₹ 25,00,000 per yearWealth Manager / Investment Advisor Private WealthLocation: Mumbai, Hyderabad, AhmedabadExperience: 5+ years in Private Wealth / Investment AdvisoryAbout the Role: Were looking for an experienced wealth professional to partner with high-net-worth clients and deliver comprehensive financial solutions across multiple asset classes. The role demands strong...
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Wealth Manager
3 weeks ago
Mumbai, India Dalmia Wealth Pvt Ltd Full timeCompany Description Dalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client. Role Description DWPL is expanding its wealth distribution business and looking for driven Relationship Managers to onboard HNI,...
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Wealth Manager
3 weeks ago
Mumbai, India Dalmia Wealth Pvt Ltd Full timeCompany Description Dalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client. Role Description DWPL is expanding its wealth distribution business and looking for driven Relationship Managers to onboard HNI,...
