Role & responsibilities :

- Identify, connect with, and onboard new HNI & UHNI clients through personal networks, referrals, and market outreach.

- Build lasting client relationships by offering tailored investment advice and conducting regular portfolio reviews.

- Offer clients a comprehensive suite of financial products from equity and mutual funds to PMS, AIFs, bonds, insurance, and structured products.

- Conduct detailed risk profiling and financial planning to ensure every investment strategy aligns with individual goals.

- Maintain and grow your AUM base through consistent engagement, transparency, and trust.

- Stay ahead of market trends, global developments, and emerging opportunities to deliver informed advice.





- Ensure all processes and recommendations are in line with company policies and SEBI regulations.

Preferred candidate profile :

- Graduate/Postgraduate in Finance, Business, Economics, or related domains.

- Certifications like CFP, CFA, NISM, or NCFM are an advantage.

- Solid grasp of capital markets, investment products, and portfolio management strategies.

- Proven success in client acquisition, relationship management, and revenue growth.

- Excellent communication, presentation, and interpersonal skills.

- Highly motivated, ethical, and driven by performance with a client-first mindset.

📌 Wealth Manager (Mumbai)
🏢 Mentra HR Services
📍 Mumbai