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Wealth Relationship Manager (Customer Relationship)/ 94 days ago

Vidyanagari, Mumbai

6 To 10 INR Lacs
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Job Preference:

Wealth Relationship Manager – Multi-location

Kolkata - 1
Pune - 2
Bangalore - 2
Hyderabad - 2
Ahmedabad - 1
Surat - 1
Jaipur - senior person with 7-8 years exp 
Delhi -1 
Noida - 1 
Chandigarh - 1  
Navi Mumbai - 1
Mumbai (Kalina) - 4


CTC Range: 6–10 LPA
Joining: Immediate

Job Description:


Responsibilities:
 • Acquire and manage client relationships
 • Conduct financial need analysis
 • Achieve revenue & AUM targets

Qualification:

18, 38

Skills:

Experience: 4–5 years
Certification: NISM VA (mandatory)
Background: Worked in banks, broking, or wealth firms selling 3rd-party products (MFs, insurance, bonds, PMS, AIFs).


People who are from wealth or Broking or Bank RM with 3 Rd party product sale experience across Banks like ICiCi HDFC with 4-5 years of exp.

All them should have exp in sale of Mutual Fund / FD insurance having ran revenue targets with strong track record on sales.

All profiles need to be NISM VA cleared 

WRM with additional certification is valued like PMS etc


Job Information

  • Date Posted
    October 23, 2025
  • Location
    Vidyanagari, Mumbai
  • Job Title
    Wealth Relationship Manager
  • Experience
    4 To 5 Year
  • Age
    0 To 0 Year
  • Gender
    Both
  • Offered Salary
    6 To 10 INR Lacs