RM Wealth Management

7 days ago

Mumbai, Maharashtra, India Logicloop Ventures LLP Full time ₹ 8,00,000 - ₹ 12,00,000 per year

RM Wealth ManagementPosition: Regional Manager – Wealth Management

Location: Mumbai

Openings: 2

Notice Period: Immediate to 15 days

Interview Rounds: 3 (1 Telephonic, 2 In-person)

Interview Location: Andheri East, Mumbai

Role Overview:

Seeking experienced professionals to manage and grow a portfolio of HNI/UHNI clients with a minimum AUM of ₹50 Cr. The role involves delivering comprehensive investment advisory services and driving client acquisition and retention across the region.

Key Responsibilities:

  • Manage end-to-end wealth management for a portfolio of high-value clients.
  • Advise on investment products including mutual funds, PMS, AIFs, bonds, and structured products.
  • Lead client relationship management and financial planning initiatives.
  • Monitor markets and align investment strategies with client goals.

Requirements:

  • 5–10 years of experience in wealth management or private banking.
  • Proven track record in handling ₹50 Cr+ AUM.
  • Strong knowledge of investment products and regulations.
  • Excellent relationship management and communication skills.
  • Relevant certifications (NISM/AMFI) preferred.

Job Type: Full-time

Pay: ₹800, ₹1,200,000.00 per year

Application Question(s):

  • What is the current AUM you manage? Have you handled portfolios of ₹50 Cr or more?
  • Are you NISM or AMFI certified?
  • What is your current notice period? IF SERVING Notice period what is Last working Date?
  • current CTC ?
  • Expected c tc ?
  • What type of clients have you primarily dealt with ?

Education:

  • Bachelor's (Required)

Experience:

  • wealth management or private banking: 4 years (Preferred)

Work Location: In person

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