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a) Manage and expand the wealth management business of the firm

b) Advise clients on Mutual Funds, AIFs, and Private Equity prospects

c) Build and maintain relationships with HNI and UHNI investors

d) Source and onboard current clients through networking and referrals

e) Managing client relationships / deal sourcing / execution (as applicable)

f) Ensuring compliance with applicable regulations and company policies

Key Requirements:

Minimum 1+ years of experience in the wealth management domain

Candidates must have own client base

Robust experience in portfolio management for HNI/NRI clients

Excellent relationship management and advisory skills

Ability to drive revenue growth and provide tailored investment solutions

Candidates with an existing HNI/UHNI client base will be preferred

Candidates must be residing in Delhi-ncr

Pay: ₹400,000.00 - ₹600,000.00 per year

Application Question(s):
Do you have experience in investment products ?
Do you have your own client base?

Location:
Noida, Uttar Pradesh (Noida) (Preferred)

Work Location: In person

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