We are seeking a dedicated Wealth Management Relationship Manager to join our team in the Mumbai region. The ideal candidate will be responsible for managing relationships with high-net-worth individuals (HNI) and affluent clients, providing them with tailored financial solutions to meet their investment needs. This role requires a strong understanding of wealth management principles, investment products, and portfolio management strategies.

Key Responsibilities:
Develop and maintain relationships with HNI clients, ensuring a high level of customer satisfaction and retention.
Provide expert advice on investment products, including mutual funds, to help clients achieve their financial goals.
Conduct regular portfolio reviews and recommend adjustments based on market conditions and client objectives.
Implement cross-selling strategies to enhance AUM growth and revenue generation.




Stay updated on market trends and investment opportunities to provide clients with informed recommendations.
Collaborate with internal teams to ensure seamless service delivery and client satisfaction.

Required Skills:
Solid relationship management skills with a focus on HNI and affluent clients.
In-depth knowledge of wealth management, investment products, and portfolio management.
Proven ability to drive AUM growth and revenue generation through effective client engagement.
Excellent communication and interpersonal skills.
Ability to work independently and as part of a team in a fast-paced setting.

If you are passionate about wealth management and have a proven track record in relationship management, we encourage you to apply for this exciting chance.

📌 Wealth Management Relationship Manager Mumbai
🏢 Finbros Capital Advisory Private
📍 Mumbai