Wealth Manager

Avani Consulting
📍 mumbai, maharashtra, India 💼 Full-time 🕒 Posted June 09, 2026

Job Description

Experience- 5 to 11

Job location Mumbai Annual offered salary ₹ 7 Lacs to 15Lac

Max Age Limit- 36 year

Responsibilities:-

  •  To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele.
  •  Achieving the business targets assigned in terms of up selling AMC Products, enhancing and upgrading the Client Net worth relationships.
  •  Profiling customers and provide financial products to meet customer needs
  •  Ensuring the highest levels of service to the client /HNI customers
  •  Providing Investment planning and advice
  •  Achieving sales and revenue targets spread across product mix
  •  One point contact for the assigned custom...

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Job Details

  • Location mumbai, maharashtra
  • Job Type Full-time
  • Category Other-General
  • Posted Date June 09, 2026
  • Application Deadline July 19, 2026