Wealth Relationship Manager
Headsbase Consultancy
Wealth Relationship Manager
Headsbase Consultancy
Bhavnagar
₹30,000 - ₹65,000 monthly
Fixed
₹30000 - ₹65000
Earning Potential
₹65,000
Work from Office
Full Time
Min. 2 years
Basic English
Job Details
Interview Details
Job highlights
39 applicants
Job Description
🚨 Urgent Hiring | Wealth Relationship Manager 🚨
📍 Location:bhavnager
💰 CTC: Competitive hike on current salary
We’re hiring experienced professionals in investment and wealth advisory for a leading share broking and investment advisory firm.
💼 Role Highlights:
🔹 Manage a range of investment products – Mutual Funds, PMS, AIFs, FDs, SGBs, and Insurance
🔹 Acquire & manage clients while driving SIP growth & AUM
🔹 Conduct 2–3 client meetings per day within assigned territory
🔹 Reactivate old clients and generate revenue
👤 Ideal Candidate:
✔ Background in financial/investment advisory
✔ Strong client relationship & sales skills
📩 Interested?
Send your resume or connect directly via call/WhatsApp!
📞 Kruti Prajapati
Recruitment Consultant | Headsbase Consultancy
📧 kruti.headsbase@gmail.com
📱 +91 95103 09962
#Hiring #WealthManager #InvestmentJobs #AhmedabadJobs #SuratJobs #FinanceCareers #HeadsbaseConsultancy
Job role
Work location
Bhavnagar, Gujarat, India
Department
Banking / Insurance / Financial Services
Role / Category
Investment Banking, Private Equity & VC
Employment type
Full Time
Shift
Day Shift
Job requirements
Experience
Min. 2 years
Education
Graduate
Skills
Portfolio management, Relationship management, Mutual funds, HNI Clients
English level
Basic English
Gender
Any gender
About company
Name
Headsbase Consultancy
Address
Bhavnagar, Gujarat, India
Job posted by Headsbase Consultancy
FAQs about this job
Show all