Wealth Relationship Manager - Mumbai

We are hiring dynamic professionals with 3 - 6 years experience to join our Wealth Channel - Affluent Client Relations (Wealth RM) team at Mumbai.\n\nJoin our Walk-in Drive on 6th Jun-2026 for Wealth RM role | 10 AM – 2 PM\n\nInterview Location : 705/706, 7th Floor, Centre Point Premises Co Op Soc Ltd, J B Nagar, Near Chakala Metro Station, Andheri Kurla Road, Mumbai- 400059\n\nResponsibilities:\n\nWork closely with the branch team to reach out to high priority and affluent clients.\nUnderstand client needs and offer comprehensive wealth management solutions, including investments, insurance, PMS/AIF and structured products.\nAchieve AUM and revenue targets through cross-selling investment products to exiting clients\nEnsure high standards of client servicing and compliance with internal and regulatory guidelines.\nKeep updated on market trends, investment products, and global financial news.\nProactively identify new business opportunities within existing and potential clients.\nParticipate in marketing and client engagement events.\n\nKey Skills & Competencies:\nStrong understanding of financial markets, investment products, and wealth management principles.\nExcellent communication, interpersonal, and relationship-building skills.\nAbility to identify client needs and provide customized solutions.\nSales-driven with a focus on providing excellent customer service.\n\nInterested candidates can walk in directly at the venue or share their profile for further coordination.