Job Description:
Job Description of Wealth Manager (Sr. Assistant Manager / Manager)
Job Role:
The Wealth Manager specializing in HNI Client Acquisition and Relationship Management is responsible
for building and maintaining strong, long-term relationships with High Net Worth Individuals (HNIs). The
role includes acquiring new clients, managing their investment portfolios, providing high-quality customer
service, and achieving sales targets. This position involves comprehensive financial planning, investment
advisory, and ensuring a seamless client experience, with a focus on various financial products such as
Mutual Funds, Insurance, Bonds, Alternate Investment Funds (AIF) and Portfolio Management Services
(PMS).
Job Description:
1. HNI Client Acquisition:
● Develop and implement strategies for prospecting and acquiring recent HNI clients.
● Identify and pursue opportunities to initiate new relationships with HNIs.
● Network with potential clients through industry events, seminars, referrals, and other
channels.
● Collaborate with marketing and business development teams to create targeted
campaigns and materials aimed at HNI prospects.
2. Client Relationship Management:
● Build and maintain strong, long-term relationships with clients to understand their
financial goals and needs.
● Conduct regular meetings to review clients' financial portfolios and provide updates on
market trends.
● Address client inquiries promptly and resolve issues to ensure a seamless client
experience.
3. Financial Planning and Advisory:
● Conduct thorough financial assessments and create customized wealth management
plans.
● Advise clients on asset allocation, risk management, tax strategies, estate planning, and
retirement planning.
● Prepare and present detailed investment proposals and financial reports.
4. Investment Management:
● Manage portfolios of HNI clients by recommending suitable investment products,
including mutual funds, insurance, bonds, equities, structured products, alte
📌 Wealth Manager (Mumbai)
🏢 RECEX
📍 Mumbai