Wealth Manager - PCG

Role Overview: As a Wealth/Channel Manager in Mumbai with a minimum of 5 years of experience in wealth/channel management, your role involves managing and growing a high-net-worth portfolio with a minimum book size of 20 crores. You will be responsible for sourcing clients via wealth channels such as Privi RM, Burgundy RM, Wealth Manager, Imperia RM, and Preferred RM. It is crucial to offer full-spectrum wealth advisory services including equities, derivatives, mutual funds, insurance, debt, and lending solutions. Building and maintaining strong relationships with HNI/UHNI clients is key, along with coordinating with internal teams (trading, research, product) for seamless service delivery. Actively cross-selling across products to drive revenue and advisory impact is also part of your responsibilities. Key Responsibilities: - Manage and grow a high-net-worth portfolio with a minimum book size of 20 crores - Source clients via wealth channels like Privi RM, Burgundy RM, Wealth Manager, Imperia RM, Preferred RM - Offer full-spectrum wealth advisory including equities, derivatives, mutual funds, insurance, debt, and lending solutions - Build and maintain strong relationships with HNI/UHNI clients - Coordinate with internal teams (trading, research, product) for seamless service delivery - Actively cross-sell across products to drive revenue and advisory impact Qualifications Required: - Proven portfolio management with a book size of 20 crores in the HNI/UHNI domain - Background in wealth-channel sourcing and managing premium client segments - Strong product knowledge in cash, derivatives, alternate investments, and structured products - Excellent communication, interpersonal skills, and client orientation - Ability to work in coordination with internal teams to fulfill client needs Additional Details (if present): N/A,