Wealth Relationship Manager – Client Acquisition

3 days ago

Mumbai, Maharashtra, India Neuraleap Group Full time ₹ 5,00,000 - ₹ 15,00,000 per year

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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