01Overview
Role Overview
We are hiring a high-performing Wealth Manager with solid HNI acquisition capability in Pune.
This is NOT a pure servicing role. The candidate must have proven experience in independent client acquisition and fresh AUM mobilization.
Key Responsibilities
- Independently acquire HNI / Ultra HNI clients
- Drive fresh AUM mobilization through self-sourcing & referrals
- Provide advisory across MF, PMS, AIF, Bonds & Direct Equity
- Conduct goal-based planning & asset allocation
- Maintain long-term advisory relationships
- Ensure SEBI / AMFI compliance
Mandatory Criteria (Profiles without this may not be shortlisted)
- 5+ years in Private Wealth / Wealth Management
- Proven AUM mobilization track record
- Strong Pune HNI network
- AMFI Certified
Compensation
- Competitive fixed + high performance incentives
- Leadership growth opportunity .
