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 solid 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
Strong 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, wed love to connect.
Disclaimer : This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.