QuintEdge
Finance Jobsby QuintEdge

Wealth Manager

Rudra Placements Services

Mumbai, Maharashtra

Full Time8.0 LPA - 20.0 LPAPortfolio ManagementEasy Apply

Posted 21 June 2026

Job description

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…