Relationship Manager – Wealth – Mumbai

Hiring for One of the Leading Financial Services Company

1 - 3 Years

Job Description

Dear Candidate,


Please find below the JD for this role.


Company Name - Financial Services Co.

Role - Relationship Manager - Wealth

Location - Mumbai


Job Responsibilities :-

Understand investment needs & create a long term Asset Allocation plan and managing complete family wealth  

Acquire, manage and advise UHNI Clients in all asset classes like Debt, Alternate Assets, Equity, Mutual Funds

Advice clients with the assistance of in-house experts on their business needs related to Corporate Finance, M&A, and Private Equity

Identify and execute on new business opportunities with existing clients

Handle the clients investment portfolio, providing financial research, accurate information and tailor made financial solutions

Please fill below details :-


Total Exp. -

Current Location -

Current Package -

Expected Package -

Notice Period -

Interview Availability -

Interested candidates share your resume on


Rishita Kayasth


Salary: INR 10,00,000 - 12,00,000 PA.

Industry:Banking / Financial Services / Broking

Functional Area:Sales, Retail, Business Development

Role Category:Channel Sales

Role:Client Relationship Manager


Desired Candidate Profile

Please refer to the Job description above


PG:CA, MBA/PGDM - Any Specialization

Doctorate:Doctorate Not Required

Company Profile

Ace Recruitment and Placment Consultants Pvt Ltd

Company Background
Ace Consultants was established in the beginning of 2002 with offices at Ahmedabad and Kolkata in India. It is a well known and reputed brand in Manpower Recruitment & Staffing, Search & Screening and HR services business. Our services include Contingent Search, Retained Search, Screening & Selection, Turnkey & Bulk Manpower Solutions, RPO, Permanent & Flexi Staffing, and other allied HR services.
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Contact Company:Ace Recruitment and Placment Consultants Pvt Ltd