AVP-Wealth Relationship Management (8+ years)

Location: Mumbai
Discipline: Wealth Management
Job type: Permanent
Contact name: Shweta Arora

Contact email: shweta.arora@crescendogroup.in
Job ref: 39430
Published: 8 months ago

AVP- Wealth Relationship Manager- 8+ years

Looking for a professional with atleast 8 years as Wealth Relationship Manager who is proactively involved in Onboarding, Handling and Managing HNI / Ultra HNI clients.

If this sounds aligned, apply with us!!!

Location: Mumbai

Your future employer:

An investment advisory and money manager, which provides innovative investment solutions to High Net-Worth Individuals (HNIs) and ultra- HNIs, with extensive use of technology abled platforms.


  1. Onboarding, Handling and Managing HNI / Ultra HNI clients.

  2. Achieving Annual revenue, AUM & Strategic product targets in the respective geography.

  3. Aiming for consistent growth of customer wallet share and book size.

  4. Advising and meeting clients on their business and investment needs based on their risk appetite.

  5. Constantly reviewing client portfolios

  6. Adhering to all regulatory, statutory, and corporate compliance standards


  1. 8+ yrs of experience in Wealth Management space

  2. Must have completed MBA from a premier business school.

  3. Should have sound understanding of Wealth Management Products (MF, Bonds, PMS, AIFs, PE etc.) & markets.

  4. Good communication and presentation skills

What is in it for you?

1. Fast track career growth

2. Market leading remuneration

3. Liaise extensively with stakeholders

Reach Us: If you think this is the right opportunity for you, feel free to apply or forward your application with your updated resume at Shweta.arora@crescendogroup.in for further discussions.

Disclaimer: Crescendo Global is an ISO 9001:2015 certified Leadership Hiring consulting arm of Crescendo Group with expertise in mid to senior level niche recruitment.

We are passionate about empowering job seekers and employers with an engaging memorable job search and leadership hiring experience. Crescendo Global does not discriminate based on race, religion, colour, origin, gender, sexual orientation, age, marital status, veteran status or disability status.

Keywords: Crescendo Global, Crescendo, wealth relationship manager, wealth relationship management, HNI, Ultra HNI, Mutual Funds, MF, Bonds, AIF, PMs