Wealth Manager
MONEYLICIOUS INVESTMENTS AND CONSULTING SERVICES PRIVATE LIMITED
5 - 10 years
Mumbai
Posted: 23/12/2025
Job Description
Hiring for Wealth RM
The Corporate : A very old , well respected broking house with Retail and Institutional Equity and Wealth Business.
MumbaiJobs
Experience : 3 years plus in B2C Wealth Sales
Mandatory to have:
A Flair for Sales
An intention to build wealth for the customers
Good Knowledge in MF
Job Description:
Client Acquisition and Sales: Identify and acquire new retail clients through proactive outreach, referrals, and digital lead generation
Relationship Management: Build and maintain long-term relationships with clients via regular follow-ups, portfolio reviews, and personalized investment updates to ensure retention and upsell opportunities
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