Will be responsible for identifying,

acquiring, and managing relationships with High Net Worth Individuals (HNIs), Ultra

High Net Worth Individuals (UHNIs), family offices, wealth managers, and institutional investors. The role focuses on advising and distributing a comprehensive suite of wealth management solutions, including mutual funds, PMS, AIFs, bonds, structured products, fixed-income instruments, unlisted equities, pre-IPO opportunities, insurance,

and other investment products.

Key Responsibilities

Client Relationship Management

- Build, maintain, and deepen relationships with HNIs, UHNIs, family offices,

corporate clients, and wealth managers.
- Understand client financial goals, risk appetite, and investment preferences to provide suitable wealth solutions.
- Drive client acquisition, retention, and wallet-share growth through relationshipbased advisory.





Wealth Product Advisory & Distribution
- Develop a solid understanding of the firm's entire wealth product suite,

including:

o Mutual Funds o Portfolio Management Services (PMS)

o Alternative Investment Funds (AIFs)

o Physical to dementalization conversion o Unlisted Shares & Pre-IPO Investments o Insurance Solutions o Other Wealth and Investment Products

- Present investment opportunities effectively by explaining product features, riskreturn profiles, liquidity considerations, and suitability.

Client Servicing

- Guide clients through the complete investment lifecycle, including onboarding,

documentation, execution, and post-investment support

📌 Senior Wealth Manager Sales (Mumbai)
🏢 Rurash Financials Private
📍 Mumbai