Posted: 1 month ago
8-30 years
Mumbai,Ahmedabad,Indore,Pune,Nasik,Aurangabad,Chennai,Hyderabad,Coimbatore,Madurai,Trivandrum/Thiruvananthapuram,Kerala
BFSI (Operations & Lending)
work from office
Full Time
Closes 11 Nov 2026
Posted: 1 month ago
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Job Description
- Synergy Hr consultancy is looking to hire RM Wealth across Pan India
- Experience: 8+ years in Wealth Management with an existing client book.
- Key Skills: Investment Advisory, Portfolio Management, HNI/UHNI Client Acquisition & Retention
- Requirements: Must have a strong AUM portfolio and proven track record in Wealth Management
- Responsibilities:
- Manage and grow client portfolios, offer tailored financial solutions, and drive revenue growth
- Providing financial advice and implementing financial planning recommendations for high net worth/ ultra / VVIP clients.
- Candidate will be responsible for building AUM in products like Mutual Funds - Equities/Debt, PMS, Bonds, AIF, Structured products & Private Equities.
- Determining whether life changes, economic changes, environmental concerns, or financial performance indicate a need for the plan reassessment.
- Well verse with Equity , MF, PMS , AIF , Structured Product
- Compensation: Upto 40 lacs plus bonuses
- This is a Standalone Position , No Team will be provided
Skills
Wealth ManagementPrivate BankingBFSI SalesBankingPortfolio ManagementClient AcquisitionStructured ProductsAcquisitionAdvisoryAifRevenue GrowthWealthWealth ManagementIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
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