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 client’s 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.

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.

CTC: As per experience and current market standards.

📌 Private Wealth Manager (New Delhi)
🏢 upGrad
📍 New Delhi