Job Description:

The Affluent RM is responsible for managing a portfolio of affluent / HNI clients, driving wealth product penetration, AUM growth, and revenue generation through strong relationship management and investment advisory.

- Manage a portfolio of affluent / HNI customers
- Deepen relationships and increase wallet share
- Ensure high-quality client engagement & retention
- Promote and sell:
- Mutual Funds
- Insurance (Life & General)
- PMS / AIF / Structured Products
- Fixed Income Products

- Achieve AUM growth targets
- Drive income through:

- Cross-selling banking & wealth products
- Increasing product penetration per client

- Meet monthly/quarterly revenue targets
- Provide investment advisory based on risk profiling
- Suggest asset allocation strategies
- Support clients in financial planning decisions
- Maintain strong relationships with HNI/affluent clients




- Handle escalations and ensure premium service delivery
- Regular portfolio reviews and engagement calls

Desired Profile / Criteria / Skills :

- Graduate (Mandatory)
- MBA / PGDM (Finance / Marketing / Banking) preferred
- Wealth management certifications (NISM / AMFI) added advantage
- 3–10 years experience in:
- Wealth Management / Private Banking / Affluent Banking
- Broking / Mutual Fund distribution / Financial advisory

- Robust exposure to HNI/UHNI client handling
- Proven track record in AUM growth & revenue generation
- Relationship Management (HNI / Affluent segment)
- Wealth Advisory & Financial Planning
- Sales & Business Development
- Portfolio Management
- Cross-selling & Upselling
- Investment product knowledge (MF, PMS, Insurance, Bonds)

📌 Affluent RM_Nashik (Nashik)
🏢 JobStation
📍 Nashik