01Key Responsibilities
Client Acquisition: Acquire new HNI/UHNI clients through cold calling, networking, references, and market mapping. Portfolio Management: Build and manage client portfolios across multiple asset classes including PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance. Product Advisory: Advise clients on suitable wealth products based on their financial goals, risk appetite, and investment horizon. Relationship Management: Serve as a trusted advisor to clients, ensuring a high degree of customer satisfaction Revenue Generation: Meet and exceed targets for asset mobilization, revenue generation, and client activation. Market Intelligence: Stay updated on market trends, economic updates, and new product offerings to provide insightful recommendations to clients.
02Requirements
Graduate/Postgraduate in Finance, Commerce, or related field. 36 years of experience in Wealth Management or Private Banking. Strong understanding of financial products and investment instruments. Excellent communication, interpersonal, and negotiation skills. Proven ability to build and manage high-value client relationships. Certifications such as NISM VA, NISM XA/XB, or CFP are a plus. .
