Wealth Manager

Bonanza

Full-time Bengaluru, Karnataka Operations Specialties Managers

Posted:

March 03, 2026

Location:

Bengaluru, Karnataka, India

Job Description

                    Job description: Will be responsible for acquiring preferred clients (HNI/Ultra HNI).
To maintain client relationships and generate AUM (Assets Under Management) from preferred clients.
To advise HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
To coordinate with product and research team for taking investment decision for the clients.
To conduct and assist in organizing seminars, workshops and other business development activities.
To achieve budgeted targets in terms of number of clients/volume of business & assets.
To research, investigate and update themselves on available investment.
To contact clients periodically and determine if they are satisfied with the service and returns generated.
To review the clients investment needs to determine whether market changes, life changes, economic changes, or financial performance...
                

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Job Overview

Job Type: Full-time

Location: Bengaluru, India

Posted: March 03, 2026

Deadline: April 12, 2026