Rudra Placements Services

Wealth Manager

Mumbai, Maharashtra, India

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hirly's read of this role

Seniority: Lead / management
Country: IN
Work mode: On-site / unstated
First seen by hirly: 11 Oct 2026

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the posting

Key Responsibilities: Manage and advise HNI/Affluent clients on investment opportunities. Drive AUM growth and achieve acquisition targets. Recommend investment products, including Mutual Funds, PMS, AIF, Bonds, Direct Equity, Structured Products, and Unlisted Shares. Conduct periodic portfolio reviews and provide customized wealth solutions. Build and maintain long-term client relationships. Collaborate with branch teams to drive business growth. Eligibility: Post-graduate preferred. 2 years o…

Original posting on Rudra Placements Services's site ↗

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