Wealth Manager
3 weeks ago
Experience: Minimum 5 years in wealth/channel management
Notice Period / Gap: Up to 15 days
Key Responsibilities:
Manage and grow a high-net-worth portfolio with a minimum book size of ₹20 crore
Source clients via wealth channels—roles like ‘Privi RM’, ‘Burgundy RM’, ‘Wealth Manager’, ‘Imperia RM’, ‘Preferred RM’
Offer full-spectrum wealth advisory including equities, derivatives, mutual funds, insurance, debt, and lending solutions
Build and maintain strong relationships with HNI/UHNI clients
Coordinate with internal teams (trading, research, product) for seamless service delivery
Actively cross-sell across products to drive revenue and advisory impact
Key Skills & Qualifications:
Proven portfolio management with book ≥₹20 CR in HNI/UHNI domain
Background in wealth-channel sourcing and managing premium client segments
Strong product knowledge: cash, derivatives, alternate investments, structured products
Excellent communication, interpersonal skills, and client orientation
Ability to work in co-ordination with internal teams to fulfil client needs
KPIs & Targets:
Book growth—₹20 CR minimum with incremental AUM
New HNI/UHNI acquisition numbers
Cross-sell ratio across financial product suite
Client satisfaction and retention metrics
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