Job Description

Department: Wealth ManagementLocation - Andheri east Mumbai.We are looking for a dynamic and highly presentable candidate to engage with High-Net-Worth Individuals (HNIs), solicit investments into Portfolio Management Services (PMS) and Equity products, and offer personalized investment solutions. The ideal candidate should have strong market knowledge, excellent communication skills, and prior experience in a client-facing role.Key Responsibilities:- Engage with HNI clients to understand their investment needs and offer customized PMS and Equity solutions.- Proactively solicit investments from new and existing HNI clients.- Build and maintain strong, long-term relationships with HNI clients.- Conduct thorough market research and stay updated on the latest investment products, equity markets, and PMS strategies.- Act as the face of the company, ensuring a high level of professionalism and client satisfaction.- Coordinate with internal investment teams to create customized investment proposals.- Ensure adherence to compliance and regulatory standards during client interactions.Key Requirements:- Graduate/Postgraduate with specialization in Finance, Business Administration, or a related field.- 3-7 years of relevant experience in Wealth Advisory Firms and are dealing with the Clients i.e. front-office roles- Strong understanding of PMS, Equity Markets, and other investment products.- Exceptional market research and analytical skills.- Excellent verbal and written communication skills.- Highly presentable with strong interpersonal skills and a customer-centric approach.- Ability to work under pressure and meet targets.- Would be added advantage:- Certifications such as NISM-Series V-A (Mutual Fund Distributors) or relevant capital market certifications.- Previous experience in a Wealth Management firm, AMC, PMS house, or Private BankingWorking Days:- Working days: Monday-Friday, 1st & 3rd Saturday is workingWorking Timings:- Working hours: 9am-6pm (ref:updazz.com)