Veerwal Getwork Services
Affluent Wealth Manager
7 days ago
Share this opportunity
Share this opportunity to other talents of your network:
✓ Offer them a visibility boost with clients.
✓ Help your contacts find their next job.
Important information
Contract type:
Permanent
Salary:
₹700,000 – ₹1,700,000 / year
Location:
Mumbai, Maharashtra, India
Work mode:
Onsite
Published on:
17 October 2026
What they need
Role & responsibilities
Acquire new affluent clients through branch walk-ins, referrals, corporate tie-ups, and networking.
Manage and deepen relationships with an assigned client portfolio, with regular reviews and proactive contact.
Assess client needs, risk profile, and goals, and recommend suitable products:
Mutual funds, SIPs, PMS/AIF (where applicable), bonds, and fixed income
Life, health, and general insurance
Structured products, equity/demat services, and retirement and estate planning
Cross-sell banking products such as CASA, loans, credit cards, and forex.
Other offers great for you!
These companies are also looking for great profiles
Cherrypick
Sustainability Manager
800€/jour
Freelance
Paris, France
Hybrid
Skills
8 hours ago
Quick apply
Theodo Extend
Product Manager expérimenté
400 - 550 (il sera un crière clé)
Freelance
92340 Bourg-la-Reine, France
Hybrid
Skills
3 hours ago
Quick apply
Sapiens Group
Chargé de recrutement IT (Staffing Manager IT)
Permanent contract
Paris, France
Onsite
Skills
2 hours ago
Quick apply