Roles & Responsibilities- Acquire new HNI & UHNI clients through networking, referrals, and personal efforts. - Build and maintain long-term relationships with clients by providing tailored investment advice and regular portfolio reviews. - Offer a wide range of financial products including equity, mutual funds, PMS, AIFs, bonds, insurance, structured products, etc. - Conduct risk profiling and financial planning to align client goals with appropriate investment strategies. - Maintain and grow Assets Under Management (AUM) and ensure high client retention through superior service and engagement. - Stay updated with market trends, economic updates, and investment opportunities. - Ensure compliance with internal policies and SEBI regulations in all client interactions and transactions.Qualifications & Skills:- Graduate/Postgraduate in Finance, Business, Economics or related fields. Certifications like CFP, NISM, NCFM, CFA (preferred). - Minimum 3 years of relevant experience in wealth management, private banking, or investment advisory. - Strong understanding of financial markets, investment products, and portfolio management. - Proven track record in client acquisition and relationship management. - Excellent communication, interpersonal, and negotiation skills. - Self-driven, target-oriented, and ethical.
Job Title
Wealth Manager