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 new 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 solid 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.
Positive 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 solid business development mindset.

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

📌 Private Wealth Manager Chennai
🏢 Rekrut India
📍 Chennai