Wealth Advisor (Uttar Pradesh)

Wealth Advisor (Uttar Pradesh)

03 Aug
|
Share India Securities
|
Uttar Pradesh

03 Aug

Share India Securities

Uttar Pradesh

Location: Delhi NCR
Key Requirements:

- Must be from Banking and Wealth Management Industry.
- Minimum experience of managing AUM of 50-70 Cr in current role.
- At least 3 years of Portfolio Management & Financial Advisory experience for HNIs/UHNIs.
- Currently employed (no notice period candidates).
- Client base primarily in Delhi NCR; prior NRI Banking & Investments experience preferred.
- Proven sales experience in PMS, AIFs, MLDs, NCDs, Private Credit Funds, REITs, InvITs, Insurance, and Mutual Funds.
- Certifications: NISM Mutual Fund (Series VA), PMS (Series XXIA), Derivatives (Series VIII, if applicable), and IRDA.
- CV must show continuous employment (no gaps).
- - Interested candidates please call at (phone hidden) for further discussions

📌 Wealth Advisor (Uttar Pradesh)
🏢 Share India Securities
📍 Uttar Pradesh

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