MUMBAI · FULLTIME
Affluent Wealth Manager
GetWork
Mumbai · onsite · Posted 1d ago
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₹7.0L - ₹17.0L PA5–10 yrsfulltimeMumbai
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Section · 01
About this role
Role & responsibilities
- Acquire new affluent clients through branch walk-ins, referrals, corporate tie-ups, and networking.
- Manage and deepen relationships with an assigned client portfolio, with regular reviews and proactive contact.
- Assess client needs, risk profile, and goals, and recommend suitable products:
- Mutual funds, SIPs, PMS/AIF (where applicable), bonds, and fixed income
- Life, health, and general insurance
- Structured products, equity/demat services, and retirement and estate planning
- Cross-sell banking products such as CASA, loans, credit cards, and forex.
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Section · 02
Skills
Portfolio Management ServicesPMSMFWealth Management
Section · Company
About GetWork
GetWork
Software Product
70
employees
2018
8 years old
Gurgaon / Gurugram, Haryana
India
₹5.7L PA avg
Avg at GetWork
₹7L – ₹17L PA
This role
About
At GetWork, we specialize in crafting tailored staffing & recruitment solutions that align with your vision.
Industries
Software Product
Employee ratings
10 reviews
3.5/ 5
Culture
3.6
Career growth
3.2
Work-life
3.1
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