Wealth Management Advisor
Mumbai, Maharashtra
2-5 Years
₹700,000 – ₹1,200,000
Posted Feb 20, 2026
1 views
5
Vacancies
3.0–6.0 yrs
Experience
Apr 20, 2026
Deadline
Finance & Banking
Category
Job Description
Advise high-net-worth individuals on investment products including mutual funds, insurance, and portfolio management.
Responsibilities
Manage client investment portfolios. Provide financial planning advice. Achieve AUM targets. Conduct client reviews.
Requirements
3+ years wealth management. NISM certified. Knowledge of MF and insurance products. Strong relationship skills.
Education
Bachelor's Degree (UG)
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