Affluent Wealth Manager

Bharat HR; Maharashtra; On-site; INR 2,500,000 - 6,000,000; Full time

Job summary

Bharat HR is seeking an experienced Wealth Manager in Mumbai/Maharashtra to acquire and manage HNI clients, advise on a range of products, and grow assets under management. The role requires strong communication and client relationship skills and a proven track record in wealth advisory within BFSI.

Candidates should have 7+ years of domain experience, with the ability to build long-term relationships and meet business targets in a dynamic market.

Qualifications

• 7+ years in Wealth Management/Broking/BFSI.
• Experience handling HNI clients.
• Strong knowledge of investment products and financial markets.
• Excellent communication and relationship management skills.

Responsibilities

• Acquire and manage HNI/Affluent clients.
• Advise clients on Equity, Mutual Funds, PMS, AIF, Bonds & Insurance.
• Build long-term client relationships and grow AUM.
• Acquire new clients and achieve business targets.
• Track market trends and provide investment solutions.

Skills

Wealth management

HNI clients

Investment products knowledge

Relationship management

Job description

Key Responsibilities

• Acquire and manage HNI/Affluent clients.
• Advise clients on Equity, Mutual Funds, PMS, AIF, Bonds & Insurance.
• Build long-term client relationships and grow AUM.
• Acquire new clients and achieve business targets.
• Track market trends and provide investment solutions.

Requirements

• 7+ years in Wealth Management/Broking/BFSI.
• Experience handling HNI clients.
• Strong knowledge of investment products and financial markets.
• Excellent communication and relationship management skills