MUMBAI · FULLTIME
Wealth Senior Relationship Manager
AW
aikyam wealth private limited
Mumbai · onsite · Posted 12d ago
Sourced from
Not disclosed2–7 yrsfulltimeMumbai
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Section · 01
About this role
Company Description: Aikyam Wealth private Limited - Where Capital Meets Opportunity.
Aikyam Wealth is a fast-growing SEBI-registered Wealth Management & Investment Advisory firm based in Mumbai. We specialize in providing comprehensive wealth solutions to HNI, UHNI, and affluent families across India.
We offer a wide range of products including Mutual Funds, PMS, AIF, Bonds, Insurance, Unlisted Shares & Fixed Income solutions, backed by strong research and personalized advisory.
Website: www.aikyamwealth.in
Job Title: Wealth Senior Relationship Manager
Location: Thane / Mumbai (On-site)
Employment Type: Full-time
Department: Wealth Management
Role Overview:
We are looking for dynamic and experienced Wealth Relationship Managers to manage and grow our HNI client base in Mumbai & Thane cluster. The ideal candidate should have a strong existing client network and deep understanding of wealth products.
Key Responsibilities:
- Acquire and manage HNI / UHNI clients (50L - 5Cr+ investible surplus)
- Provide investment advisory across MF, PMS, AIF, Corporate Bonds, MLDs, and Insurance
- Achieve monthly AUM, Revenue and SIP targets
- Build long-term relationships, conduct portfolio reviews and financial planning
- Ensure high client retention and referral generation
- Coordinate with product and research team for client solutions
- Maintain compliance and complete documentation as per SEBI norms
Requirements:
- Experience: 2-7 Years in Wealth Management / Private Banking / Broking / NBFC
- Must have existing HNI client book in Mumbai/Thane
- Strong knowledge of Mutual Funds, PMS, and capital markets
- NISM VA Certified preferred
- Excellent communication, negotiation and relationship-building skills
- Graduate / MBA in Finance
What We Offer:
- Attractive Fixed Salary + High Incentives + AUM-based Trail
- Clear career growth path to Cluster Manager / Regional Head
- Access to premium HNI leads and strong research support
- Professional and growth-oriented work culture
- Health Insurance & Performance Bonuses
To Apply: Share your CV at [HIDDEN TEXT] or WhatsApp at [phone removed]
Contact Person: Priya Maurya | Cluster Manager - Wealth | Aikyam Capital Group.
Aikyam Wealth is a fast-growing SEBI-registered Wealth Management & Investment Advisory firm based in Mumbai. We specialize in providing comprehensive wealth solutions to HNI, UHNI, and affluent families across India.
We offer a wide range of products including Mutual Funds, PMS, AIF, Bonds, Insurance, Unlisted Shares & Fixed Income solutions, backed by strong research and personalized advisory.
Website: www.aikyamwealth.in
Job Title: Wealth Senior Relationship Manager
Location: Thane / Mumbai (On-site)
Employment Type: Full-time
Department: Wealth Management
Role Overview:
We are looking for dynamic and experienced Wealth Relationship Managers to manage and grow our HNI client base in Mumbai & Thane cluster. The ideal candidate should have a strong existing client network and deep understanding of wealth products.
Key Responsibilities:
- Acquire and manage HNI / UHNI clients (50L - 5Cr+ investible surplus)
- Provide investment advisory across MF, PMS, AIF, Corporate Bonds, MLDs, and Insurance
- Achieve monthly AUM, Revenue and SIP targets
- Build long-term relationships, conduct portfolio reviews and financial planning
- Ensure high client retention and referral generation
- Coordinate with product and research team for client solutions
- Maintain compliance and complete documentation as per SEBI norms
Requirements:
- Experience: 2-7 Years in Wealth Management / Private Banking / Broking / NBFC
- Must have existing HNI client book in Mumbai/Thane
- Strong knowledge of Mutual Funds, PMS, and capital markets
- NISM VA Certified preferred
- Excellent communication, negotiation and relationship-building skills
- Graduate / MBA in Finance
What We Offer:
- Attractive Fixed Salary + High Incentives + AUM-based Trail
- Clear career growth path to Cluster Manager / Regional Head
- Access to premium HNI leads and strong research support
- Professional and growth-oriented work culture
- Health Insurance & Performance Bonuses
To Apply: Share your CV at [HIDDEN TEXT] or WhatsApp at [phone removed]
Contact Person: Priya Maurya | Cluster Manager - Wealth | Aikyam Capital Group.
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Section · 02
Skills
Corporate BondsPMSAifMutual FundsPrivate BankingMLDsWealth ManagementBrokingNBFCInsurance