Account Manager Wealth Management(Global Financial Institution)

Riverforest Connections Private Limited

Job Location:

Mumbai - India

Monthly Salary: Not Disclosed

Posted on: 07-11-2025

Vacancies: 1 Vacancy

Job Summary

Responsibilities

Responsible for client acquisition relationship management and promotion of wealth products to help clients achieve financial goals. The role focuses on expanding client base managing portfolios and ensuring superior client servicing.

Acquire new clients and maintain strong relationships with existing ones.

Advise clients on wealth products - Mutual Funds Bonds PMS AIFs and Insurance.

Coordinate with internal teams to align investment recommendations with client goals.

Achieve targets for client acquisition AUM growth and revenue.

Handle onboarding KYC and documentation for clients.

Stay updated on market trends and investment opportunities.

7 Maintain reports on client portfolios sales pipeline and performance.

Qualifications & Skills:

Criteria	Details
Education	Graduate / Postgraduate in Finance Commerce or Business Administration
Experience	2-5 years in wealth management broking or investment advisory
Certifications	NISM Series V-A / VII / IX preferred
Skills	Strong financial product knowledge communication skills analytical mindset and target orientation

Required Skills:

Welath ManagementClient Acquisition Mutual funds PMS Bonds AIF Insurance

Responsibilities Responsible for client acquisition relationship management and promotion of wealth products to help clients achieve financial goals. The role focuses on expanding client base managing portfolios and ensuring superior client servicing. 1 Acquire new clients and maintain strong ...