Role & responsibilities

- Lead the establishment, development, and scaling of Wealth Management Business in Ahmedabad by driving market expansion, acquiring new clients, and building a sustainable business
- Identify, connect with, and onboard current HNI & UHNI clients through personal networks, referrals, and market outreach.
- Build lasting client relationships by offering tailored investment advice and conducting regular portfolio reviews.
- Offer clients a comprehensive suite of financial products from equity and mutual funds to PMS, AIFs, bonds, insurance, and structured products.
- Conduct detailed risk profiling and financial planning to ensure every investment strategy aligns with individual goals.
- Maintain and grow your AUM base through consistent engagement, transparency, and trust.
- Stay ahead of market trends, global developments,



and emerging opportunities to deliver informed advice.
- 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.
- Strong grasp of capital markets, investment products, and portfolio management strategies.
- Proven success in client acquisition, relationship management, and revenue growth.
- Excellent communication, presentation, and interpersonal skills.
- Highly motivated, ethical, and driven by performance with a client-first mindset.

📌 Head Wealth Management (Gujarat)
🏢 Mentra HR Services
📍 Gujarat