Wealth Manager

5 days ago

Mumbai, Maharashtra, India FinnovationZ Full time

Role Overview

In Private Wealth, you will play a pivotal role in leading and expanding our wealth management

business. The role involves driving client acquisition at the highest levels, scaling the franchise, and

mentoring leaders within the team. We are looking for a seasoned professional who can balance

strategic vision with execution while nurturing strong client relationships and ensuring consistent

business growth.

Key Responsibilities

 Client Acquisition: Identify and attract HNI/UHNI clients through networking,

market analysis, and referrals.

 Sales & Advisory: Offer in-house PMS and third-party investment products,

including Mutual Funds, Bonds, SIPs, AIFs, Unlisted Shares, Equities, Commodities,

and Currency.

 Relationship Management: Develop and maintain strong relationships with clients

to address their financial goals and grow AUM.

 Target Achievement: Meet business targets related to client acquisition, business

volume, and assets under management.

Desired Profile

 Experience: 7–15 years in wealth management with proven success in managing

significant AUM.

 Network: Strong relationships with HNIs, UHNIs, family offices, and institutional

clients.

 Skills: Strategic mindset, strong business acumen, client advisory expertise, and

leadership capabilities.

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