Wealth Manager -PCG

Location : Mumbai

Experience : Minimum 5 years in wealth / channel management

Notice Period / Gap : Up to 15 days

Key Responsibilities :

Manage and grow a high-net-worth portfolio with a minimum book size of ₹20 crore

Source clients via wealth channels—roles like ‘Privi RM’, ‘Burgundy RM’, ‘Wealth Manager’, ‘Imperia RM’, ‘Preferred RM’

Offer full-spectrum wealth advisory including equities, derivatives, mutual funds, insurance, debt, and lending solutions

Build and maintain strong relationships with HNI / UHNI clients

Coordinate with internal teams (trading, research, product) for seamless service delivery

Actively cross-sell across products to drive revenue and advisory impact

Key Skills & Qualifications :

Proven portfolio management with book ≥₹20 CR in HNI / UHNI domain

Background in wealth-channel sourcing and managing premium client segments

Strong product knowledge : cash, derivatives, alternate investments, structured products

Excellent communication, interpersonal skills, and client orientation

Ability to work in co-ordination with internal teams to fulfil client needs

KPIs & Targets :

Book growth—₹20 CR minimum with incremental AUM

New HNI / UHNI acquisition numbers

Cross-sell ratio across financial product suite

Client satisfaction and retention metrics