Experience Required: Minimum 7+years in Wealth Management
Experience in the current company should be more than 3 yrs.
Key Responsibilities: o
Client Acquisition & Portfolio Management:
Acquire high-net-worth clients (HNIs) and manage their investment portfolios across multiple asset classes, including debt, equity, and structured products.
Investment Advisory:
Provide strategic financial advice in line with the client's financial goals, risk appetite, and market outlook.
o Product Knowledge & Cross-Selling:
Deep understanding of investment products such as bonds, PMS, AIFs, mutual funds, insurance, and alternative investments.
o Relationship Management:
Build long-term relationships by providing consistent support, conducting portfolio reviews, and maintaining high service standards.
o Compliance & Documentation:
Ensure all client documentation, investment processes, and transactions comply with SEBI and internal regulatory guidelines.
o Business Development:
Achieve revenue targets through effective upselling/cross-selling and expanding the client base.
Candidate Profile: o
Graduate/Postgraduate in Finance, Business, or a related field
NISM certifications (Series V-A or relevant) preferred
Strong interpersonal and communication skills
Existing client base/AUM of 1 Cr+ preferred
Proven ability to work independently and as part of a team
Strong analytical and financial planning skills
What We Offer: o
Access to best-in-class products and research o High-performance culture with attractive incentive structure o Regular training & development o Opportunity to grow into senior wealth advisory roles
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Job Types: Full-time, Permanent
Pay: ?4,000,000.00 - ?5,000,000.00 per year
Work Location: In person
Speak with the employer
+91 9311074203
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