Please find the job description for Wealth RM.

Hiring: Manager Affluent Client Relations | Wealth Channel

Mumbai||

We are looking for experienced professionals to manage and grow relationships with affluent clients and drive wealth business.

Engage high-value clients and deliver tailored wealth solutions (Investments, Insurance, PMS/AIF)
Drive AUM growth & revenue through cross-selling
Collaborate with branch teams for business expansion
Ensure excellent client servicing & compliance
Stay updated on market trends & investment opportunities

Requirements:

2-7 years' experience in Wealth/Investment Advisory
Strong knowledge of financial markets & wealth products
Excellent communication & client relationship skills
Sales-driven with solid customer focus

Prepare: About our company, Stock Market, BSE, NSE, Equity Market, Trading A/C ,DE- mat A/C

NOTE: Please mentioned CRC Saloni Vishwakarma on Top of your resume while coming for an interview

📌 Walk-in || Affluent Acquisition Manager (Mumbai Suburban)
🏢 Kotak Securities (KSL)
📍 Mumbai Suburban