01Key Responsibilities
Acquire, manage, and grow a portfolio of HNI/UHNI clients. Leverage an existing client base to drive business growth and revenue generation. Provide comprehensive wealth solutions across PMS, AIF, Mutual Funds, Insurance, Equity/Stock Trading, and other investment products. Drive revenue growth through effective client engagement, cross-selling, and portfolio expansion. Build and maintain long-term client relationships by delivering customized investment advisory and holistic wealth solutions.
Eligibility Criteria:
Minimum 5+ years of relevant experience in Wealth Management. Currently associated with a financial institution (candidates with career gaps or breaks will not be considered). Strong understanding of wealth management products and financial markets. Excellent communication, presentation, and client relationship management skills.
Preferred Certifications:
NISM V-A IRDA NISM XXI-A
Thank You ,
