DSP Eminence
Wealth Manager
14 days ago
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Important information
Contract type:
Permanent
Location:
Ahmedabad, Gujarat, India
Work mode:
Onsite
Published on:
13 October 2026
What they need
Acquire and manage HNI/UHNI clients and build long-term relationships.
Develop and manage a portfolio of clients with a focus on AUM, revenue and wallet share growth.
Understand clients' financial goals, investment objectives and risk profiles to offer suitable wealth solutions.
Advise clients across investment products including Mutual Funds, PMS, AIFs, Structured Products, Bonds, Equities and Alternate Investments.
Identify opportunities for new client acquisition through networking, referrals, market outreach and existing relationships.
Deepen relationships with existing clients through cross-sell, product penetration and portfolio reviews.
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