Role & responsibilities :

- Develop and manage relationships with HNI/UHNI clients to understand their financial goals and investment needs
- Market, advise, and distribute a wide range of wealth products including:
- In-house investment solutions
- Portfolio Management Services (PMS) and Global PMS
- Fixed Income Products
- Private Market / Pre-IPO / Structured Deals

- Drive revenue generation through cross-selling and upselling of wealth products
- Provide strategic investment advice aligned with client risk profile and market outlook
- Identify recent business opportunities and acquire new clients through networking and referrals
- Stay updated on market trends, economic developments, and product offerings
- Coordinate with internal teams and external partners to ensure seamless execution of transactions




- Maintain high standards of compliance, documentation, and client servicing

Preferred candidate profile :

- Bachelors degree in Finance, Business, or related field (MBA/CFA preferred)
- 3–8 years of experience in wealth management, private banking, or financial advisory
- Strong understanding of capital markets and wealth products (PMS, AIFs, Fixed Income, Global Investments, etc.)
- Proven track record in client acquisition and revenue generation
- Excellent communication, presentation, and interpersonal skills
- Strong analytical and advisory capabilities

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