We are looking for an experienced Wealth Manager to join our Wealth Management team in Dehradun. The ideal candidate should have solid experience in managing HNI/UHNI clients and advising them on a wide range of wealth products while driving business growth through relationship management and recent 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.