Relationship Wealth Manager

BharatHire.Com Private Limited; Mumbai; On-site; INR 3,000,000 - 4,200,000; Full time

Job summary

BharatHire.Com Private Limited is seeking a seasoned Wealth Manager to manage HNI/UHNI clients and grow AUM across Mutual Funds, PMS, AIF, Bonds and Insurance. You will provide investment advisory and build long-term client relationships in Mumbai, leveraging deep market knowledge and network.

The role requires Postgraduate education and proven HNI client management experience from reputed banks or NBFCs with a track record of managing AUM above 150 Cr.

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, handle AUM portfolios, and provide investment advisory.
• Drive client acquisition, portfolio growth, and maintain long-term relationships.

Skills

Wealth management

HNI client management

AUM handling

Mutual Funds knowledge

Portfolio advisory

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