Wealth Manager

SMIFS; Nagpur District; On-site; INR 700,000 - 1,100,000; Full time

Job summary

SMIFS in Nagpur is seeking a Relationship Manager (Wealth) to acquire and manage HNI/UHNI and family office clients. You will build enduring relationships, advise across asset classes, and drive revenue and AUM growth through proactive client engagement.

The role focuses on strong communication, analytical skills, and cross-functional coordination with product and research teams in a wealth management environment.

Qualifications

• Graduate in any discipline.
• Experience in Wealth Management, Stock Broking, Private Wealth Management, or Banking.
• Strong communication, analytical, and relationship management skills.
• Experience advising clients across asset classes.
• Minimum 2 years of stability/vintage in current and previous organizations.

Responsibilities

• Acquire and manage HNI, UHNI, Mass Affluent & Family Office clients.
• Build and maintain strong client relationships.
• Generate and grow AUM and revenue.
• Advise clients on investment opportunities across asset classes.
• Identify new business opportunities and increase wallet share.
• Coordinate with Product & Research/CFP teams for investment solutions.
• Participate in client meetings, seminars, and business development activities.

Skills

Wealth management

Relationship management

Client advisory

Stock broking

Education

Graduate degree

Job description

Job Description Relationship Manager (Wealth)

Location: Nagpur

Key Responsibilities

• Acquire and manage HNI, UHNI, Mass Affluent & Family Office clients.
• Build and maintain strong client relationships.
• Generate and grow AUM and revenue.
• Advise clients on investment opportunities across asset classes.
• Identify new business opportunities and increase wallet share.
• Coordinate with Product & Research/CFP teams for investment solutions.
• Participate in client meetings, seminars, and business development activities.

Requirements

• Graduate in any discipline.
• Experience in Wealth Management, Stock Broking, Private Wealth Management, or Banking.
• Strong communication, analytical, and relationship management skills.
• Experience advising clients across asset classes.
• Minimum 2 years of stability/vintage in current and previous organizations.

Compensation:

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