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Wealth Manager -PCG
KG Engineering & ConsultancyMumbai, Maharashtra, India6 days ago
Job descriptionProven 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 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
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 :
KPIs & Targets :
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Wealth Manager • Mumbai, Maharashtra, India