Fydaa (A Unit of Multistrato Capital Advisors Pvt. Ltd.) is looking for experienced Wealth Management professionals who have a proven track record in HNI/UHNI client acquisition, investment advisory, and wealth-product distribution.
This is a business development-focused role for professionals who actively build and manage client relationships while driving growth across investment products.
Key Responsibilities
• Acquire and manage HNI/UHNI clients
• Drive sales of Mutual Funds, PMS, AIFs, SIPs, and other investment products
• Build and expand a strong network of investors, IFAs, and wealth clients
• Generate new business through self-sourcing and referrals
• Manage client portfolios and provide investment guidance
• Achieve revenue and AUM growth targets
• Develop long-term client relationships and improve wallet share
Ideal Candidate Profile
• 5+ years of experience in Wealth Management, Investment Advisory, or Wealth Distribution
• Strong experience in HNI/UHNI client acquisition
• Hands-on experience selling Mutual Funds, PMS, and AIF products
• Solid business development and relationship management skills
• Existing network of investors and wealth clients preferred
Please note:
This role is not suitable for Banking Operations, Branch Operations, Loan Sales, Collections, Insurance-only, or Back Office professionals.
If you are passionate about building wealth businesses and managing HNI relationships, we'd love to connect.