01Key Responsibilities
- Acquire HNI/UHNI clients through personal networks, referrals, and market outreach. Build long-term relationships and act as a trusted financial partner.
- Provide tailored solutions across Mutual funds, PMS, and AIFs by understanding client goals, risk appetite, and investment horizon.
- Build customized portfolios and proactively rebalance them based on client goals and market conditions.
- Collaborate with internal research and product teams to deliver high-quality investment insights and advisory solutions.
- Stay updated on financial markets, economic trends, and regulatory changes to provide informed advice.
- Ensure all client interactions and transactions adhere to regulatory and internal compliance guidelines.
Role
02Requirements
- Graduate/ Postgraduate in Finance, commerce or related field.
- Relevnt experience in Private Wealth Management / Private Banking / Investment Advisory.
- Strong knowledge of capital markets, Mutual funds, PMS, insurance, and other financial instruments.
- Good client-facing, relationship building, and communication skills.
If you have a solid track record in wealth management and are looking to explore your next career move, I would be happy to connect for a confidential discussion. Applications and expressions of interest are welcome at .
Feel free to share this opportunity within your professional network if you know someone who may be a great fit. .
