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