Wealth Manager

Roles and Responsibilities

• Sell various financial products such as mutual funds, equities, bonds, insurance policies, etc. to meet client needs.
• Develop sales plans to achieve targets set by the organization for HNI sales and client acquisition.
• Ensure timely delivery of high-quality service to clients while maintaining a strong relationship with them.
• Provide financial advisory services, including investment planning, portfolio management, and wealth creation strategies.
• Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing ones.

Desired Candidate Profile

• Strong knowledge of investment advisory services, mutual funds, equity advisory/equity sales/investment products.
• Excellent communication skills with ability to build rapport with HNIs.
• Proven track record in client acquisition and retention.
• 1-6 years of experience in wealth management or related field.