Position: Wealth Manager / Wealth Relationship Manager

Location: [Delhi / Gurgaon / Mumbai / Hyderabad /Chennai/ Coimbatore /Kolkata]

Experience: 8+ years in Wealth Management, Private Banking, Broking, or Financial Services

Key Responsibilities:
- Manage and grow relationships with HNI/UHNI clients.
- Acquire current clients and generate business through references, market mapping, and networking.
- Manage and grow the clients AUM and ensure client retention.
- Understand clients’ financial goals and provide suitable investment solutions.
- Handle products such as Mutual Funds, Equity, Bonds, PMS, AIF, Structured Products, Insurance, and other wealth products.
- Generate revenue through client acquisition and cross-selling of wealth products.
- Build strong relationships with existing and prospective clients.




- Coordinate with internal teams for smooth execution of client requirements.
- Achieve assigned AUM, revenue, and client acquisition targets.

Required Skills:
- Strong relationship management and client acquisition skills.
- Good knowledge of wealth management and financial products.
- Strong communication and presentation skills.
- Existing HNI/UHNI client network or book of business will be preferred.
- Target-oriented and strong business development mindset.

Preferred Background:

Candidates from Wealth Management, Private Banking, Broking, Investment Advisory, or Financial Services backgrounds will be preferred.

📌 Private Wealth Manager (Hyderabad)
🏢 Rekrut India
📍 Hyderabad