We are looking for a Wealth Advisor / Investment Advisor to manage relationships with HNI and UHNI clients, offering investment solutions across Fixed Deposits, Mutual Funds, Bonds, Digital Gold, and other wealth products. If you're confident, client-facing, and interested in financial markets, we'd like to meet you.
Openings: 5
Responsibilities
- Identify and connect with HNI/UHNI prospects
- Understand client goals and recommend suitable investment products (FDs, Mutual Funds, Bonds, Digital Gold, etc.)
- Onboard clients and manage the investment process
- Build long-term client relationships through regular portfolio reviews
- Achieve monthly/quarterly AUM and revenue targets
- Ensure compliance with KYC and regulatory guidelines
- Stay updated on market trends and new product launches
Requirements
- Graduate in any discipline (Finance/Commerce preferred)
- Freshers welcome; prior experience in banking/wealth management is a plus
- Strong verbal and written communication skills
- Confident, presentable, client-facing personality
- Basic understanding of financial products is a plus
- NISM/AMFI certification is an added advantage
Working Days: 6 days a week (Sunday fixed off)
Salary: Up to 4.5 LPA
Locations - Gurgaon ( Golf Course Ext )
