Happy got a job!
Seela got a call!
Tanisha applied for a job!

Search Jobs

Back to Jobs

Jr. Wealth Relationship Manager

PRP Professional Edge Associates Pvt. Ltd.

Mumbai

Not Disclosed

3 - 5 Years

Full Time - Permanent

Views:3

Applicants:0

Posted on 1 Apr, 2026

In Office

Job Description | Responsibilities

  • Track the HNI / UHNI segment in the market for new client acquisition. To research, investigate and update themselves on available investment opportunities/financial market trends to determine whether they fit into clients portfolios.
  • Focus on business development and achieve growth in relationship value, revenues improve client stickiness.

Overview

  • Industry - Banking / Financial Services
  • Functional Area - Financial Services / Broking
  • Job Role - Wealth Manager
  • Employment type - Full Time - Permanent
  • Work Mode - In Office

Qualifications

  • Any Graduate - Any Specialization
  • Any Post Graduate - Any Specialization
  • Any Doctorate - Any Specialization

Job Related Keywords

Junior Wealth Relationship Manager Wealth Management Executive Wealth Management Financial Planning Asset Allocation