Relationship Wealth Manager

BharatHire.Com Private Limited; Kolhapur District; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

BharatHire.Com Private Limited in Kolhapur, Maharashtra, seeks a seasoned wealth manager to acquire and service HNI/UHNI clients. You will manage AUM portfolios, provide investment advisory on Mutual Funds, Equity, PMS, AIF, Bonds and Insurance, and drive client acquisition and portfolio growth while maintaining long‑term relationships.

Qualifications: postgraduate with experience in wealth/HNI client management from reputed banks or NBFCs; strong knowledge of MF, PMS, AIF, Bonds and Insurance;

Qualifications

• Postgraduate with experience in wealth/HNI client management from reputed banks or NBFCs.
• Strong knowledge of Mutual Funds, PMS, AIF, Bonds and Insurance.
• Must manage 150+ Cr AUM

Responsibilities

• Manage and acquire HNI/UHNI clients and handle AUM portfolios.
• Provide investment advisory on Mutual Funds, Equity, PMS, AIF, Bonds, and Insurance.
• Drive client acquisition and portfolio growth while maintaining long-term relationships.

Skills

Wealth management

HNI client handling

Portfolio growth

Relationship building

Education

Postgraduate degree

Job description

Manage and acquire HNI/UHNI clients, handle AUM portfolios, and provide investment advisory on Mutual Funds, Equity, PMS, AIF, Bonds, and Insurance products. Drive client acquisition, portfolio growth, and maintain strong long-term relationships.

Required Candidate profile

Postgraduate with experience in Wealth/HNI client management from reputed banks or NBFCs. Strong knowledge of Mutual Funds, PMS, AIF, Bonds, and Insurance. Must manage 150+ Cr AUM