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Manager/enior Manager/AVP/Director - Wealth Management

TGP GROWTH PARTNERS LLP •Mumbai, Pune, Bangalore, Delhi
Full-time7-15
👁️ 0 views•📝 0 applications•Posted 8/26/2026•Expires 9/30/2026
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Job Description

We are hiring for a Wealth Manager ( Manager/ Senior Manager/ AVP/ Directors - (as per their book size, experience and growth prospect) in a leading Private Wealth Management Firm dealing into HNI, UHNI on major 4 metros : Delhi /Mumbai /Pune & Bangalore. Key Responsibilities: - Client Acquisition: Identify and attract HNI/UHNI clients through networking, marketa analysis, and referrals. - Sales & Advisory: Sell in-house PMS and other third party products including Mutual Funds, Bonds, SIP, AIFs, Unlisted Shares, Equities, Commodities, and Currency. - Relationship Building: Develop and maintain strong relationships with clients to meet their financial needs and expand AUM. - Target Achievement: Achieve set targets for client acquisition, business volume, and assets under management (AUM). Desired Profile: - Experience: Proven experience in sales and client acquisition, with a focus on managing AUM of - 20 crores+. - Product Knowledge: Expertise in PMS and key investment products. Qualifications: Relevant degree in Finance or a related field.

Required Skills

Client AcquisitionSalesAdvisoryPMSMutual FundsBondsSIPAIFsUnlisted SharesEquitiesCommoditiesCurrencyFinancial ManagementNetworkingMarket AnalysisRelationship BuildingTarget Achievement

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