Private Wealth Manager | CTC up To 35 LPA

5 - 10 Years
Mumbai, Bengaluru, Chennai, Hyderabad, Kolkata, Coimbatore

Job Description

Hi All,

Greetings for the day!

We have excellent opportunity for you into Private Wealth Management  with a leading NBFC into wealth.

Job Location: Mumbai, Kolkata, Bengaluru, Hyderabad, Coimbatore & Chennai

Experience required: Graduate with 5 to 8 years / Post graduate from a premier institute with 2 to 5 yrs exp in direct selling

CTC Offered: Maximum 35 LPA (Depending upon last drawn CTC and experience)

  • Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with HNI / High net worth clients.    
  • Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement achieved through an in-depth analysis of the clients profile so as to identify opportunities and match these opportunities to products/ solutions provided by the organization.    
  • Will be primarily responsible for identifying, and souring clients in equity broking.    
  • Cross-Sell of Third party investment products like Mutual Funds, Bonds, PMS & Structured products. Along with the bouquet of asset products- such as working capital loans, term loans, LAP, AL,HL, LAS and so on.     
  • Responsible for achieving targets as assigned by the organization on a monthly basis.    
  • Understands clients risk profile and maximizes the risk vs. reward balance for individual clients by optimizing product mix.    
  • Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry.    
  • Provide regular updates to the immediate superior as and when required.    

Interested candidates can email their updated CV at

Salary: INR 25,00,000 - 35,00,000 PA.

Industry:Banking / Financial Services / Broking

Functional Area:Financial Services, Banking, Investments, Insurance

Role Category:Investment Banking

Role:Wealth Manager


Desired Candidate Profile

Please refer to the Job description above


PG:Any Postgraduate - Any Specialization, MBA/PGDM - Any Specialization

Doctorate:Doctorate Not Required

Company Profile

Careernet Technologies Pvt Ltd

View Contact Details+

Recruiter Name:Vishal

Contact Company:Careernet Technologies Pvt Ltd


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