Wealth Manager

1 - 6 years

10 - 14 Lacs

pune bengaluru mumbai (all areas)

Posted:3 days ago| Platform: Naukri logo

Apply

Work Mode

Work from Office

Job Type

Full Time

Job Description

Leading AMC is hiring for Wealth Manager

Location: Pune, Mumbai & Bangalore

Role:

Manage and grow AUM of Equity Mutual Funds through an assigned book of Direct / HNI / UHNI clients. Act as a single point of contact, provide investment advisory, portfolio review, upselling, and client acquisition.

Key Responsibilities:

  • Manage & grow AUM and revenue
  • Advisory on Equity MF, PMS & Alts
  • Client acquisition & servicing (HNI/UHNI)
  • Portfolio review & cross-selling
  • Ensure compliance & documentation

Eligibility:

  • Graduation (MBA preferred)
  • NISM V-A / 21A mandatory
  • 34 years experience in Wealth Mgmt / Broking / AMC / CEC
  • Strong client handling & market knowledge

Interested candidates can mail their resumes at monika.arora@upgrad.com for more details.

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview
cta

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

coding practice

Enhance Your Skills

Practice coding challenges to boost your skills

Start Practicing Now
Rekrut India logo
Rekrut India

Staffing and Recruitment

N/A

RecommendedJobs for You

ahmedabad, bengaluru, mumbai (all areas)