Job Description

Job Title:

Senior Investment Advisor - Wealth Management

Location:

Hyderabad (Work from Office)

CTC:

?12,00,000 - ?15,00,000 per year

Experience Required:

6-15 years in Banking, Mutual Funds, Wealth Management, or related fields

Maximum Age:

36 years

Job Type:

Full-time, Permanent

Role Type:

Individual Contributor

Job Summary:

We are looking for a seasoned investment advisor to manage and grow relationships with high-net-worth (HNI) and retail clients. You will provide personalized financial advice and help clients invest in mutual funds and other wealth products.

Key Responsibilities:

Sell mutual fund products to existing and new clients using a provided database and by asking for referrals. Identify and acquire new HNI clients and stay in touch with your assigned clients through regular calls and meetings. Analyze clients' current investment portfolios and suggest better ways to invest based on their goals and risk profile. Meet sales and business targets by promoting mutual funds and growing client relationships. Understand client needs and recommend suitable financial products accordingly. Deliver top-quality service to ensure high client satisfaction. Offer personalized investment planning and portfolio advice. Meet revenue targets across various financial products. Be the single point of contact for all your assigned clients.
Job Types: Full-time, Permanent

Pay: ?1,200,000.00 - ?1,500,000.00 per year

Work Location: In person