Wealth Manager

3 days ago

Mumbai, India Rojgar group Full time

Job Title: Wealth Manager

Location: Mumbai
Experience: 3+ Years

Key Responsibilities:

  • Manage and grow relationships with HNI and UHNI clients, delivering personalized financial solutions.
  • Acquire and manage a minimum book size of ₹20 Cr.
  • Provide comprehensive wealth management services including investments, insurance, estate planning, and financial advisory.
  • Identify client needs and offer customized solutions through structured financial products and services.
  • Ensure client satisfaction, retention, and cross-selling opportunities.
  • Maintain compliance with regulatory guidelines and internal policies.

Desired Candidate Profile:

  • 3+ years of experience in Wealth Management / Private Banking.
  • Proven track record of handling HNI & UHNI clients.
  • Must be able to bring/handle a book size of at least ₹20 Cr.
  • Strong knowledge of financial products: Mutual Funds, PMS, AIF, Bonds, Insurance, Structured Products, etc.
  • Excellent communication, relationship management, and networking skills.
  • Preferably from Wealth Channels with designations such as:
  • Privi RM, Burgundy RM, Wealth Manager, Imperia RM, Preferred RM.

Job Types: Full-time, Permanent

Pay: ₹700, ₹1,500,000.00 per year

Benefits:

  • Health insurance
  • Paid sick time
  • Paid time off
  • Provident Fund

Work Location: In person

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