Sharekhan
Wealth RM
Skills
2 months ago
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Important information
Contract type:
Permanent
Salary:
₹500,000 – ₹700,000 / year
Location:
Amritsar, Punjab, India
Work mode:
Onsite
Published on:
25 August 2026
What they need
Roles and Responsibilities :
- Manage high net worth individual (HNI) clients' relationships, ensuring exceptional service delivery and retention.
- Identify new business opportunities through networking, referrals, and market research to drive revenue growth.
- Develop and implement customized investment strategies for HNIs using various products such as mutual funds, AIFs, MFs, PMS, NISM certifications.
- Collaborate with internal teams to ensure seamless execution of transactions and resolution of client queries.
Job Requirements :
- 4-15 years of experience in wealth management or related field.
- Strong understanding of HNI acquisition and client handling skills.
- Proficiency in portfolio management services (PMS), mutual funds (MF), alternative investment funds (AIF).
- Certification from NISM is an added advantage.
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