Wealth Manager

Key Responsibilities:

• Acquire and onboard HNI/UHNI clients through personal network, references, market connects & business development activities.

• Build and manage a portfolio of affluent clients and deepen relationships.

• Understand client financial goals, risk profile and provide suitable wealth solutions.

• Generate revenue through investment products like:

• Mutual Funds

• Bonds / Fixed Income

• PMS / AIF

• Structured Products

• Insurance & other investment solutions

• Drive new client acquisition and increase AUM through portfolio growth.

• Conduct regular portfolio reviews and provide investment advisory support.

• Develop strong referral channels and maintain long-term client relationships.

• Collaborate with internal investment/product teams for client servicing.

Desired Candidate Profile:

• 48 years of experience in Wealth Management / Private Banking / Investment Sales

• Strong experience in HNI client acquisition

• Existing HNI client base / AUM handling experience preferred

• Experience from:

• Wealth Management firms

• Private Banks

• Broking firms

• PMS / Mutual Fund distribution

• NBFC wealth divisions

• Good knowledge of investment products & market trends

• Strong communication and relationship-building skills