Elevation Hr
Wealth Manager/Affluent sales
Skills
3 months ago
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Important information
Contract type:
Permanent
Location:
Bhubaneswar, Odisha, India
Work mode:
Onsite
Published on:
7 August 2026
What they need
Acquire (UHNIs) and manage their investment portfolios across multiple asset classes, including debt, equity, and structured products. understanding of investment products such as bonds, PMS, AIFs, mutual funds, insurance, alternative investments.
Required Candidate profile
Business development., Client Acquisition,HNI , UHNI.
AUM - 100cr+
Ticket Size - 1 cr
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