Wealth relationship manager - mumbai
Location
mumbai, maharashtra
Job Type
Full-time
Category
Other-General
Posted
June 16, 2026
We are hiring dynamic professionals with 3 - 6 years experience to join our Wealth Channel - Affluent Client Relations (Wealth RM) team at Mumbai.
Join our Walk-in Drive on 6th Jun-2026 for Wealth RM role | 10 AM – 2 PM
Interview Location : 705/706, 7th Floor, Centre Point Premises Co Op Soc Ltd, J B Nagar, Near Chakala Metro Station, Andheri Kurla Road, Mumbai-
Responsibilities:
Work closely with the branch team to reach out to high priority and affluent clients.
Understand client needs and offer comprehensive wealth management solutions, including investments, insurance, PMS/AIF and structured products.
Achieve AUM and revenue targets through cross-selling investment products to exiting clients
Ensure high standards of client servicing and compliance with internal and regulatory guidelines.
Keep updated on market trends, investment products, and global financial news.
Proactively identify new business opportunities within existing and potential clients.
Join our Walk-in Drive on 6th Jun-2026 for Wealth RM role | 10 AM – 2 PM
Interview Location : 705/706, 7th Floor, Centre Point Premises Co Op Soc Ltd, J B Nagar, Near Chakala Metro Station, Andheri Kurla Road, Mumbai-
Responsibilities:
Work closely with the branch team to reach out to high priority and affluent clients.
Understand client needs and offer comprehensive wealth management solutions, including investments, insurance, PMS/AIF and structured products.
Achieve AUM and revenue targets through cross-selling investment products to exiting clients
Ensure high standards of client servicing and compliance with internal and regulatory guidelines.
Keep updated on market trends, investment products, and global financial news.
Proactively identify new business opportunities within existing and potential clients.