Role Overview

We are looking for dynamic Relationship Managers / Wealth Managers to build and manage a high-quality client portfolio, drive revenue growth, and offer bespoke investment solutions.

This role is ideal for professionals who want to move beyond transactional selling into true wealth advisory with strong earning upside and product depth.

Key Responsibilities
- Acquire and manage HNIs / UHNIs / affluent clients
- Drive AUM growth through advisory-led sales across fixed income, bonds, and structured products
- Build long-term relationships and act as a trusted investment advisor
- Cross-sell investment opportunities aligned with client goals
- Maintain high levels of client engagement and satisfaction

What Makes This Role Attractive

1. High-Quality Client Exposure
- Focus on affluent / HNI segment
- Chance to build a meaningful and scalable book
- Strong internal support for client acquisition and product access

2. Strong Earning Potential
- Highly competitive payout structure
- Opportunity to earn significantly higher than traditional wealth firms




- Direct linkage between revenue generated and incentives earned

3. Superior Product Suite
- Along with high end PMS & AIF solutions you will have access to superior research support along with debt market exposure with our robust fixed income, bonds, and structured opportunities provided through our online digital bond platform
- Ability to offer differentiated, non-commoditized products
- Focus on stable and predictable return strategies, attractive for HNI clients

4. Entrepreneurial Work Environment
- Build your own client book like a business within the firm
- High ownership with minimal bureaucracy
- Faster decision-making and execution

5. Early-Stage Growth Advantage
- Be part of a new-age platform with strong growth vision
- Opportunity to grow into leadership roles as the company scales
- Direct visibility with leadership team

6. Brand Positioning & Credibility
- Positioned as a specialized

📌 Wealth Manager (Mumbai)
🏢 Allvest Securities
📍 Mumbai