Financial Advisor

Roles and Responsibilities

• Manage HNI client relationships through effective communication, relationship management, and wealth creation strategies.
• Provide expert advice on equity, mutual funds, sales, investment products, PMS (Portfolio Management Services), third-party products, and financial advisory services to high net worth individuals (HNIs).
• Handle HNI acquisitions by identifying new business opportunities and converting them into profitable relationships.
• Develop strong relationships with existing clients to increase wallet share and asset under management (AUM) growth.
• Collaborate with internal teams to ensure seamless delivery of portfolio management services.

Desired Candidate Profile

• 2-6 years of experience in Wealth Management or related field.
• Strong understanding of AIFs (Alternative Investment Funds), Equity markets, Mutual Funds, Sales processes, Investment Products knowledge.
• Excellent relationship management skills for handling HNI client interactions effectively.