We are looking for an experienced Wealth Manager to join our Wealth Management team in Dehradun. The ideal candidate should have strong experience in managing HNI/UHNI clients and advising them on a wide range of wealth products while driving business growth through relationship management and new client acquisition.
Key Responsibilities
Client Acquisition & Relationship Management
- Acquire and manage High Net Worth Individual (HNI) clients.
- Build long-term relationships and become a trusted financial advisor.
- Generate recent business through referrals, networking, and market outreach.
- Achieve AUM, revenue, and client acquisition targets.