Wealth Manager
Location
mumbai, maharashtra
Job Type
Full-time
Category
Other-General
Posted
June 09, 2026
Experience- 5 to 11
Job location Mumbai Annual offered salary ₹ 7 Lacs to 15Lac
Max Age Limit- 36 year
Responsibilities:-
- To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele.
- Achieving the business targets assigned in terms of up selling AMC Products, enhancing and upgrading the Client Net worth relationships.
- Profiling customers and provide financial products to meet customer needs
- Ensuring the highest levels of service to the client /HNI customers
- Providing Investment planning and advice
- Achieving sales and revenue targets spread across product mix
- One point contact for the assigned custom...