01Overview
Job Description:
Acquire, manage, and grow a portfolio of high-net-worth individual (HNI) clients
Provide comprehensive wealth management solutions across investment products
Advise clients on mutual funds, PMS, AIFs, insurance, bonds, and structured products
Build long-term client relationships and ensure high levels of client satisfaction
Drive revenue through client acquisition, cross-selling, and portfolio expansion
Conduct regular portfolio reviews and market updates for clients
Ensure adherence to internal policies and regulatory compliance
Desired Profile / Criteria / Skills :
710 years of experience in B2C Wealth Management
Strong client acquisition and relationship management skills
Proven track record of revenue generation and portfolio growth
Excellent communication and advisory skills .
