Wealth Management Manager

TopGear Consultants Pvt Ltd.; Mumbai; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

TopGear Consultants Pvt Ltd. invites experienced Wealth Management professionals to join our Mumbai team as Relationship Manager/Senior Relationship Manager.

You will nurture relationships with HNI/UHNI and affluent clients, drive AUM growth, and coordinate investment solutions aligned with client goals. In this role, you will identify opportunities, manage NTB activities, and collaborate with product specialists to offer Mutual Funds, Equity, Insurance, Bonds and banking products.

Qualifications

• 8+ years of experience in Wealth Management / Private Banking / Affluent Banking.
• Strong experience handling HNI/UHNI clients.
• Proven experience in AUM management, investment sales and client acquisition.

Responsibilities

• Manage and grow relationships with HNI/UHNI and affluent clients.
• Manage and grow AUM, revenue and investment business.
• Acquire new clients and generate New-to-Bank (NTB) business.
• Sell investment and wealth products such as Mutual Funds, Equity, Insurance, Bonds and Banking Products.
• Understand client requirements and provide suitable investment solutions.
• Achieve assigned TPP, AUM and revenue targets.

Skills

Wealth management

HNI/UHNI clients

Communication

Relationship management

Job description

Relationship Manager / Senior Relationship Manager Wealth Management

Location: Mumbai
Experience: 8 to 23 Years

Job Responsibilities:

• Manage and grow relationships with HNI/UHNI and affluent clients.
• Manage and grow AUM, revenue and investment business.
• Acquire new clients and generate New-to-Bank (NTB) business.
• Sell investment and wealth products such as Mutual Funds, Equity, Insurance, Bonds and Banking Products.
• Understand client requirements and provide suitable investment solutions.
• Achieve assigned TPP, AUM and revenue targets.

Requirements:

• 8+ years of experience in Wealth Management / Private Banking / Affluent Banking.
• Strong experience handling HNI/UHNI clients.
• Proven experience in AUM management, investment sales and client acquisition.
• Good communication and relationship management skills.
• Candidates based in Mumbai or willing to relocate to Mumbai.