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Topgear Consultants
Wealth Management Manager
25 days ago
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Important information
Contract type:
Permanent
Location:
Mumbai, Maharashtra, India
Work mode:
Onsite
Published on:
3 October 2026
What they need
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.
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