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Relationship Manager
2 weeks ago
We're Hiring: Private Wealth Professionals | Portfolio Manager / AVP / DVP
Locations: Mumbai | Ahmedabad | Pune | Bangalore | Chennai | Hyderabad | Kolkata | Chandigarh.
Work Mode: In-Office
CTC: Best in industry
Experience: 8 to 25 Years in Wealth Management
Note: Own Book Size is essential
Build Your Future with a Premier Wealth Management PlatformWe are looking for accomplished Private Wealth Professionals with a strong revenue track record, solid client relationships, and the ability to build AUA and drive customer acquisition across key metro cities.
Open Roles:
- Portfolio Manager
- AVP Private Wealth
- DVP Private Wealth
What We're Looking For:
Proven experience in Direct Sales in Private Wealth / Financial Planning / Portfolio Advisory
Demonstrated success in:
• Revenue Generation
• Building Assets Under Advisory (AUA)
• Customer Acquisition & Relationship Expansion
Strong command over MFs, PMS, AIFs, Bonds & Structured Products
Active client base with ability to port & grow your book
Deep understanding of asset allocation, compliance, and advisory standards
Key Responsibilities:
- Deliver customized Financial Planning & Investment Advisory
- Generate sustainable revenue across all financial products
- Expand and manage a growing book of HNI/UHNI clients
- Focus on long-term AUA growth and annuity revenues
- Maintain full compliance with internal and regulatory standards
- Drive superior client satisfaction and engagement
Why Join Us? Premier Wealth Brand Multiple Locations Across India Industry-Leading Compensation based on last CTC & experience Freedom to Grow Your Book with Full Support Infrastructure High-Performance, Client-Centric Culture
Lead with trust. Deliver value. Build lasting wealth — for your clients and your career.