HNI | Wealth Relationship Manager
Waytogo Consultants
5 - 10 years
Mumbai
Posted: 15/03/2026
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Job Description
Job Role
Meeting the UHNI / Family Office Clients & developing Trust & relationship.
Customer interactive role (B2C role) with Portfolio Management experience.
Portfolio/Investment Engineers, who can help in designing portfolios.
Advice and suggesting different investment avenues to HNI clients.
Acquiring and catering to new HNI clients.
Growing the existing AUM book size.
Products- Mutual Fund/ PMS/AIF / SIF.
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