Mumbai Wealth Manager

Mumbai - India

Monthly Salary: Not Disclosed

Posted on: 9 hours ago

Vacancies: 1 Vacancy

Job Summary

We are hiring for one of the financial services.

Location- Mumbai (Malad)

Role- Wealth Manager

Key Responsibilities:

Acquire & manage HNI clients.
Provide advisory on Equity MF PMS AIF Bonds & Insurance
Grow AUM and achieve revenue targets
Conduct portfolio reviews & cross-sell financial products
Ensure compliance with regulatory guidelines

Education:

MBA / PGDM in Finance preferred
CA / CFA (Level I/II/III) preferred
NISM certifications mandatory

Experience:

3 8 years in Wealth Management / Private Banking / Broking
Proven track record in handling HNI/Ultra-HNI clients
Strong knowledge of capital markets and investment products

If interested kindly send your resume to or can call on

Hi We are hiring for one of the financial services. Location- Mumbai (Malad) Role- Wealth Manager Key Responsibilities: Acquire & manage HNI clients. Provide advisory on Equity MF PMS AIF Bonds & Insurance Grow AUM and achieve revenue targets Conduct portfolio reviews & cross-sell ...