Responsible for client acquisition, relationship management, and promotion of wealth products to help clients achieve financial goals. The role focuses on expanding client base, managing portfolios, and ensuring superior client servicing.
1
Acquire new clients and maintain strong relationships with existing ones.
2
Advise clients on wealth products - Mutual Funds, Bonds, PMS, AIFs, and Insurance.
3
Coordinate with internal teams to align investment recommendations with client goals.
4
Achieve targets for client acquisition, AUM growth, and revenue.
5
Handle onboarding, KYC, and documentation for clients.
6
Stay updated on market trends and investment opportunities.
7 Maintain reports on client portfolios, sales pipeline, and performance.
Qualifications & Skills:
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Criteria
Details
Education
Graduate / Postgraduate in Finance, Commerce, or Business Administration
Experience
2-5 years in wealth management, broking, or investment advisory
Certifications
NISM Series V-A / VII / IX preferred
Skills
Strong financial product knowledge, communication skills, analytical mindset, and target orientation
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