- Acquire current HNI/UHNI clients through networking, referrals and other sourcing channels.

- Drive sales of PMS, AIF (Category I, II & III) and Unlisted Shares.

- Build and significantly grow the client book size through fresh client acquisition and investment inflows.

- Understand clients financial goals and recommend suitable investment products based on their risk appetite.

- Generate revenue by acquiring new clients, expanding existing portfolios and cross-selling investment products.

- Build and maintain long-term relationships with HNI/UHNI clients.

- Conduct regular portfolio reviews and provide investment-related updates to clients.

- Track market trends and stay updated on investment products and regulatory requirements.

Role: Wealth Manager,

Industry Type: Miscellaneous,

Department: BFSI, Investments & Trading,

Employment Type: Full Time, Permanent

Role Category: Trading, Asset & Wealth Management

Education

UG: Any Graduate

Key Skills

Skills highlighted with ‘‘ are preferred keyskills

AIF

PMSMFWealth ManagementInvestment AdvisoryClient Acquisition

📌 Wealth Relationship Manager (Mumbai Suburban)
🏢 Kindle Hr
📍 Mumbai Suburban