Relationship Manager - Private Wealth - NBFC

TalentAhead India; Mumbai City; On-site; INR 1,500,000 - 3,500,000; Full time

Job summary

TalentAhead India in Mumbai seeks a Private Wealth Manager to acquire new to firm clients, manage relationships with high-net-worth individuals and corporate clients, and provide wealth advisory services. The role focuses on expanding wealth AUM and overall book size, with seniority ranging from Senior Manager to Vice President based on experience.

The position is located in Mumbai/West Region and may involve responsibilities across the wealth advisory spectrum, including client acquisition,

Responsibilities

• Acquire new to firm (NTF) clients and generate revenue.
• Maintain relationships with HNI/UHNI & corporate clients and offer wealth advisory services.
• Foster growth of assets under management (AUM) / book size.

Job description

Private wealth Manager

Job Description:

We are actively hiring Relationship Manager (Sales) in these locations - Mumbai/West Region. We are open for RMs at various experience levels, internal designation will vary between Senior Manager to Vice President, depending on experience, CTC parity and other factors.

• The role holder will be responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services. Also need to ensure growth of AUM or book size.

1. Should be managing at least 100 -150 Crs of AUM
2. Should be ideally in an age group of 32 - 38 years of age.