Walk-in || Wealth Relationship Manager

Please find the job description for Wealth RM. 

Hiring: Manager Affluent Client Relations | Wealth Channel | Mumbai

We are looking for experienced professionals to manage and grow relationships with affluent clients and drive wealth business.

Engage high-value clients and deliver tailored wealth solutions (Investments, Insurance, PMS/AIF)
Drive AUM growth & revenue through cross-selling
Collaborate with branch teams for business expansion
Ensure excellent client servicing & compliance
Stay updated on market trends & investment opportunities

Requirements:
27 years' experience in Wealth/Investment Advisory
Strong knowledge of financial markets & wealth products
Excellent communication & client relationship skills
Sales-driven with strong customer focus

Prepare: About our company, Stock Market, BSE, NSE, Equity Market, Trading A/C ,DE- mat A/C


If you are interested kindly share your updated CV and revert on the same

NOTE: Please mentioned CRC Saloni Vishwakarma on Top of your resume while coming for an interview