Wealth Relationship Managers, Partners (Ahmedabad)

- 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

- Graduate/ Postgraduate in Finance, commerce or related field. - Relevnt experience in Private Wealth Management / Private Banking / Investment Advisory. - Solid knowledge of capital .