01Key Responsibilities
Client Acquisition: Identify, prospect, and onboard High Net Worth Individuals (HNIs) and corporate clients for investment products.
Investment Advisory: Understand client needs and recommend suitable wealth management solutions, including Mutual Funds, PMS, AIFs, Fixed Income, and Insurance.
Portfolio Management: Help clients structure and manage their portfolios for long-term wealth creation.
Relationship Management: Build and maintain strong client relationships for retention and referrals.
Market Research: Stay updated on financial markets, investment trends, and competitor offerings.
Key
02Requirements
Bachelors/Masters degree in any stream.
1-5 years of experience in wealth management, financial advisory, or sales.
Proven track record of acquiring and managing HNI & corporate clients.
Strong understanding of investment products (Mutual Funds, PMS, AIFs, Fixed Income, Insurance).
Excellent communication, negotiation, and relationship-building skills.
AMFI/NISM certification is preferred.
Why Join Us
Opportunity to work with a leading wealth management firm.
Attractive incentives and performance-linked earnings.
Fast-track career growth in the financial services industry.
Exposure to a wide range of investment products and HNI client management.
Compensation: 40,000.00 - 50,000.00 per month
Work Location: In person .