Wealth Manager Position Title Wealth Manager Location Mumbai Pune Delhi Chennai Bangalore Hyderabad Kolkata Guwahati Ahmedabad Surat Rajasthan etc Employment Type FullTime Reports To Branch Manager Regional Sales Manager Head Wealth Management Job Summary We are seeking a dynamic and clientfocused Wealth Manager to build manage and grow relationships with highnetworth HNI and affluent clients The ideal candidate will provide customized financial and investment solutions helping clients achieve their longterm financial goals while driving business growth through acquisition and portfolio expansion Key Responsibilities Acquire and onboard new HNI and affluent clients through referrals networking and business development activities Build and maintain strong longterm client relationships by understanding their financial goals and risk appetite Provide comprehensive wealth management solutions including Mutual Funds Portfolio Management Services PMS Alternative Investment Funds AIF Fixed Income Products Bonds Insurance Structured Products Equity and Advisory Services Conduct regular portfolio reviews and recommend suitable investment strategies Ensure high levels of customer satisfaction through proactive engagement and timely service Achieve assigned revenue AUM Assets Under Management and crossselling targets Stay updated on market trends economic developments and investment opportunities Ensure compliance with regulatory guidelines internal policies and risk management standards Collaborate with product specialists and internal teams to deliver comprehensive financial solutions Required Qualifications Bachelors degree in Finance Commerce Business Administration Economics or a related field MBA CFP CFA NISM certifications or equivalent qualifications are preferred 38 years of experience in Wealth Management Private Banking Investment Advisory or Relationship Management Required Skills Solid understanding of investment products and financial markets Excellent relationship management and consultative selling skills Strong analytical and financial planning capabilities Effective communication and presentation skills Proven ability to acquire and manage HNI UHNI clients Targetoriented with strong business development skills Proficiency in CRM systems and Microsoft Office Suite Key Performance Indicators KPIs Assets Under Management AUM growth Revenue generation Current client acquisition Client retention rate Crossselling ratio Customer satisfaction and service quality Preferred Candidate Profile Established network of HNI UHNI clients Strong understanding of financial planning and investment advisory Ability to work independently while collaborating effectively with internal teams High ethical standards and a customerfirst approach Compensation Competitive fixed salary Performancebased incentives Annual bonus Health insurance and employee benefits Career progression opportunities