Wealth Manager_Nagpur (Nagpur)

Wealth Manager_Nagpur (Nagpur)

31 Jul
|
JobStation
|
Nagpur

31 Jul

JobStation

Nagpur

Job Description:

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Acquire, manage, and grow a portfolio of high-net-worth individual (HNI) clients

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Provide comprehensive wealth management solutions across investment products

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Advise clients on mutual funds, PMS, AIFs, insurance, bonds, and structured products

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Build long-term client relationships and ensure high levels of client satisfaction

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Drive revenue through client acquisition, cross-selling, and portfolio expansion

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Conduct regular portfolio reviews and market updates for clients

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Ensure adherence to internal policies and regulatory compliance

Desired Profile / Criteria / Skills :

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7–10 years of experience in B2C Wealth Management

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Robust client acquisition and relationship management skills

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Proven track record of revenue generation and portfolio growth

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Excellent communication and advisory skills

📌 Wealth Manager_Nagpur (Nagpur)
🏢 JobStation
📍 Nagpur

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