Portfolio Management & Wealth Creation Expert

Location : Mumbai (Prabhadevi)

Experience : 10+ Years in Private Wealth Management

CTC : Based on current CTC and interview

Employment Type : Full-time | Permanent

About the Role

We are hiring experienced Relationship Managers for our Private Wealth Division. The ideal candidate will have strong experience managing UHNI clients, offering tailored investment and wealth creation solutions through PMS, AIF, and other wealth products.

Key Responsibilities

• Manage and expand relationships with UHNI clients (₹5 Cr+ net worth) .
• Offer end-to-end Wealth Advisory and Portfolio Management services.
• Achieve consistent AUM growth through new client acquisition and retention.
• Advise on PMS, AIF, Mutual Funds, Bonds, and Structured Products .
• Handle a portfolio of ₹100 Cr+ AUM and maintain client satisfaction.
• Work closely with CXOs, Promoters, and Family Offices to provide strategic wealth solutions.

Ideal Candidate Profile

Skills

Private Wealth Management | UHNI Relationship | Portfolio Management | PMS Sales | AIF Sales | Wealth Advisory | Private Banking | Family Office | HNI Client Acquisition | Investment Advisory | AUM Growth | Financial Planning | Wealth Products

Why Join Us

For More Information :

Komal B. / HR Team

Phone / WhatsApp : +91 93289 59079