Urgent Requirement with our client - Wealth Manager / Sr Wealth Manager / Team Lead - Wealth

Job Location - Mumbai, Pune , Ahmedabad

About Company:

It is one of Indias leading financial services companies, The company offers a wide range of financial products and wealth management solutions across retail, corporate, and institutional segments. With a strong customer-centric approach and robust market presence, It provides integrated investment and wealth advisory solutions to HNI and UHNI clients across India.

Job Summary

We are looking for dynamic and result-oriented Wealth Relationship Managers, Senior Relationship Managers and Cluster head with robust experience in managing HNI/UHNI clients and wealth product sales. The candidate should possess strong relationship management capabilities, investment advisory understanding, and proven AUM acquisition experience.

The role involves acquisition and management of affluent clients while driving revenue through various wealth management and investment products.

Key Responsibilities

- Acquire and manage HNI / UHNI clients for wealth management business.




- Drive AUM growth through client acquisition and portfolio expansion.
- Cross-sell and advise clients on various wealth management products.
- Build long-term relationships with clients and provide customized investment solutions.
- Achieve revenue and business targets across wealth products.
- Maintain high levels of client engagement and service standards.
- Track market trends and provide investment insights to clients.
- Coordinate with internal product and investment teams for portfolio solutions.

Products to be Handled

- PMS (Portfolio Management Services)
- AIF (Alternative Investment Funds)
- Mutual Funds
- Equity Products
- Life Insurance
- Non-Life Insurance Products
- Structured Products and Other Wealth Solutions

Compensation Best in industry + attractive performance incentives.

If you are keen to explore this opportunity, please apply here or share your updated resume at [email protected]

Thanks

Team SketchHR Solutions

📌 Senior Wealth Manager/ Wealth Manager / Team Lead - Wealth Segment (Ahmedabad)
🏢 Sketchhr Manpower And Hr Consultancy Services
📍 Ahmedabad