• Identify, connect with, and onboard current HNI & UHNI clients through personal networks, referrals, and market outreach.
• Offer clients a comprehensive suite of financial products from equity and mutual funds to PMS, AIFs, bonds, insurance, and structured products.
• Maintain and grow your AUM base through consistent engagement, transparency, and trust.
• Ensure all processes and recommendations are in line with company policies and SEBI regulations.
Preferred candidate profile
• Graduate/Postgraduate in Finance, Business, Economics, or related domains.
• Certifications like CFP, CFA, NISM, or NCFM are an advantage.
• Proven success in client acquisition, relationship management, and revenue growth.
• Strong grasp of capital markets, investment products, and portfolio management strategies.
📌 Wealth Manager (Mumbai)
🏢 Vesourze
📍 Mumbai
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