This job offer is not available in your country.

▷ High Salary! Wealth Manager -PCG

KG Engineering & ConsultancyIndia

1 day ago

Job description

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

Create a job alert for this search

High Salary Manager • India

Related jobs

Promoted

Circlel Head - Wealth Mgmt Broking Bangalore / Chennai

Wealth BrokingIndia

Circle Head - Wealth Mgmt Regional Head Wealth Management.Looking for candidates only from Broking Wealth / Capital - ONLY. Market - Well Established Start Up Portfolio will be mapped.Candidates onl...Show moreLast updated: 7 days ago

Promoted

Wealth Management Advisor Dubai

prosperity servicesIndia

This is a full-time on-site role for a Client Relationship Manager at Prosperity Services located in Kochi.These are central client-facing roles where professionals advise clients on wealth growth,...Show moreLast updated: 18 days ago

Promoted
New!

3 Days Left : Wealth Manager

Star Union Dai-ichi Life Insurance Company LimitedIndia

The incumbent of this role will be responsible for managing relationships with High Net Worth (HNI), Ultra High Net Worth (UHNI), and Retail customers, offering tailored financial solutions, and dr...Show moreLast updated: less than 1 hour ago

Promoted

Subject Matter Expert Wealth Management

QualityKiosk Technologies Pvt. Ltd.India

Role Overview We are seeking an experienced Wealth Management Subject Matter Expert (SME) to lead the design, validation, and delivery of digital wealth management and investment advisory journeys....Show moreLast updated: 30+ days ago

Wealth Manager - Real Estate Investment (Remote)

Bayut | dubizzleIN

Remote

Quick Apply

Bayut & dubizzle have the unique distinction of being iconic, homegrown brands with a strong presence across the seven emirates in the UAE. Connecting millions of users across the country, we ar...Show moreLast updated: 14 days ago

Promoted

Wealth Manager

iRageIndia

The Principal Officer (or Wealth Manager) will oversee the overall activities of the Fund Management Entity (FME) including but not limited to fund management, risk management and compliance at GIF...Show moreLast updated: 21 days ago

Promoted

Manager Wealth Management

Maple Capital AdvisorsIndia

Manager - Wealth Management to join our team in New Delhi.This is an immediate opening for candidates who thrive in an entrepreneurial and high-impact environment. About Maple Capital Advisors Maple...Show moreLast updated: 30+ days ago

Promoted
New!

Wealth Manager / Investment Manager (Paid Consultancy Opportunity) [Apply in 3 Minutes]

RONIN StudiesIndia

Company - RONIN International is an independent B2B market research company specialising in business, healthcare and tech studies. We are part of the Rippleffect Group (formerly Fat Media Group) and...Show moreLast updated: less than 1 hour ago

Promoted

Wealth Manager

Moneyfrog Financial Services Pvt. Ltd.India

Job Description : Relationship Manager - Wealth.Experienced (Minimum 3 years) : .Proven experience in acquiring and managing clients for investment products, including Mutual Funds, Stock Markets, Ins...Show moreLast updated: 30+ days ago

Promoted

Wealth Manager / Investment Manager (Paid Consultancy Opportunity)

RONIN StudiesNagpur, IN

RONIN International is an independent B2B market research company specialising in business, healthcare and tech studies.We are part of the Rippleffect Group (formerly Fat Media Group) and are Compa...Show moreLast updated: 9 days ago

Promoted

Wealth Manager

Stack Wealthnagpur, maharashtra, in

Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a ...Show moreLast updated: 30+ days ago

Promoted

State Head -Wealth

Muthoot Fincorp Ltd.India

Responsible for execution of wealth management strategy by managing a team of wealth managers in the assigned territory to build awareness of product offerings and drive product sales and net flows...Show moreLast updated: 13 days ago

Promoted
New!

Wealth Manager [14 / 10 / 2025]

Moneyfrog Financial Services Pvt. Ltd.India

Job Description : Relationship Manager - Wealth.Experienced (Minimum 3 years) : Proven experience in acquiring and managing clients for investment products, including Mutual Funds, Stock Markets, Ins...Show moreLast updated: less than 1 hour ago

Promoted
New!

Wealth Manager (Urgent)

Aviva IndiaIndia

Responsible for driving sales, expanding distribution channels, and managing partnerships to enhance the reach of wealth management products. The role focuses on developing and executing distributio...Show moreLast updated: less than 1 hour ago

Promoted

Business Development Associate Trainee Wealth Manager

deVere GroupIndia

Who We Are deVere Group (dV) have great plans for expansion and wish to continue to be at the forefront of independent advice-driven financial planning. We're searching for entry-level Financial Pla...Show moreLast updated: 7 days ago

Promoted

Wealth Manager

Star Union Dai-ichi Life Insurance Company LimitedIndia

Job Summary : The incumbent of this role will be responsible for managing relationships with High Net Worth (HNI), Ultra High Net Worth (UHNI), and Retail customers, offering tailored financial solu...Show moreLast updated: 30+ days ago

Promoted

Wealth Manager -PCG

KG Engineering & ConsultancyIndia

Minimum 5 years in wealth / channel management Notice Period / Gap : .Manage and grow a high-net-worth portfolio with a minimum book size of ₹20 crore Source clients via wealth channels—roles like ‘Pri...Show moreLast updated: 21 days ago

Promoted

Wealth Manager

Aviva IndiaIndia

HNWIs) and institutional investors while ensuring business growth and compliance.Recruit, manage and expand relationships with. Collaborate with internal teams for product positioning, marketing, an...Show moreLast updated: 25 days ago

Promoted

Wealth Manager-AMC

HireginieIndia

Our Client : A leading full-service investment firm offering tailored financial solutions backed by deep market research, strong ethical values, and a client-first approach.The firm specializes in e...Show moreLast updated: 9 days ago

Promoted
New!

▷ [3 Days Left] Wealth Manager -PCG

KG Engineering & ConsultancyIndia

Experience : Minimum 5 years in wealth / channel management.Notice Period / Gap : Up to 15 days.Manage and grow a high-net-worth portfolio with a minimum book size of ₹20 crore - Source clients via wea...Show moreLast updated: less than 1 hour ago