- Senior Wealth Manager -Indian financial services firm - Mumbai /Pune

Call : - (phone hidden)

Proven track record in:

- Building and managing relationships with HNI and UHNI clients.
- Grow AUM, revenue and client base in line with business targets.
- Acquiring new clients and developing business opportunities.
- Understand clients financial goals, investment preferences and risk profiles.
- Promoting suitable PMS and investment advisory offerings.
- Coordinate with investment, research and product teams to provide appropriate investment solutions.
- Building assets under management (AUM) and achieving revenue targets.
- Acquire recent clients and generate business through referrals, networking and existing contacts.
- Maintaining long-term client relationships and providing investment-related service.
- Identify cross-selling and upselling opportunities across wealth products.
- Coordinating with research and investment teams to communicate market insights.

Experience

- 7 + years ( stability min 3 years )

Notice period

- Open / No career gap

📌 Senior Wealth Manager - Indian financial services firm (Mumbai)
🏢 Contactx Resource Management
📍 Mumbai