Manager - Wealth Management

About the role

As a Wealth RM, you will manage and grow a portfolio of HNI and affluent clients, helping them achieve their financial goals through thoughtful advice, curated investment solutions, and long-term relationships. This role is ideal for professionals who enjoy client engagement, understand markets, and want to build a rewarding career in Wealth Managemen Duties and

What you'll do

• Business Growth & Revenue
• Drive AUM growth, cross-sell, and revenue generation through existing and new client relationships
• Acquire new clients through referrals, networking, and targeted outreach
• Achieve defined business and productivity targets
• Market Engagement & Knowledge

What you need

• 3–8 yrs of experience
• Wealth management
• Client relationship
• Mutual funds
• Capital markets
• Cross-selling
• Insurance
• B.Com or MBA or M.Com