Wealth Senior Relationship Manager

Company Description: Aikyam Wealth private Limited - Where Capital Meets Opportunity.

Aikyam Wealth is a fast-growing SEBI-registered Wealth Management & Investment Advisory firm based in Mumbai. We specialize in providing comprehensive wealth solutions to HNI, UHNI, and affluent families across India.

We offer a wide range of products including Mutual Funds, PMS, AIF, Bonds, Insurance, Unlisted Shares & Fixed Income solutions, backed by strong research and personalized advisory.

• Website: www.aikyamwealth.in
• Job Title: Wealth Senior Relationship Manager
• Location: Thane / Mumbai (On-site)
• Employment Type: Full-time
• Department: Wealth Management
• Role Overview:

We are looking for dynamic and experienced Wealth Relationship Managers to manage and grow our HNI client base in Mumbai & Thane cluster. The ideal candidate should have a strong existing client network and deep understanding of wealth products.

Key Responsibilities:

• Acquire and manage HNI / UHNI clients (50L - 5Cr+ investible surplus)
• Provide investment advisory across MF, PMS, AIF, Corporate Bonds, MLDs, and Insurance
• Achieve monthly AUM, Revenue and SIP targets
• Build long-term relationships, conduct portfolio reviews and financial planning
• Ensure high client retention and referral generation
• Coordinate with product and research team for client solutions
• Maintain compliance and complete documentation as per SEBI norms

Requirements:

• Experience: 2-7 Years in Wealth Management / Private Banking / Broking / NBFC
• Must have existing HNI client book in Mumbai/Thane
• Strong knowledge of Mutual Funds, PMS, and capital markets
• NISM VA Certified preferred
• Excellent communication, negotiation and relationship-building skills
• Graduate / MBA in Finance

What We Offer:

• Attractive Fixed Salary + High Incentives + AUM-based Trail
• Clear career growth path to Cluster Manager / Regional Head
• Access to premium HNI leads and strong research support
• Professional and growth-oriented work culture
• Health Insurance & Performance Bonuses

To Apply: Share your CV at [HIDDEN TEXT] or WhatsApp at +91 7304090986

Contact Person: Priya Maurya | Cluster Manager - Wealth | Aikyam Capital Group.