We are looking for a client-focused Wealth Manager with 3–5 years of experience in unlisted shares/private markets. The candidate should have strong market knowledge, excellent relationship management skills, and a proven sales mindset.
Key Responsibilities
Advise clients on unlisted equity investment opportunities.
Generate business through calls, referrals, networking, and existing clients.
Build and maintain relationships with HNIs, UHNIs, investors, and channel partners.
Understand client requirements and recommend suitable opportunities.
Track market trends, company updates, and valuations.
Maintain CRM records and achieve business targets.
Required Skills
Solid knowledge of unlisted shares and private markets.
Excellent communication, negotiation, and presentation skills.
Strong sales and relationship management abilities.
Target-oriented and self-motivated.
Proficiency in Excel, PowerPoint, and CRM tools.
Preferred Profile
3–5 years of experience in unlisted shares, wealth management, broking, or investment advisory.
Experience handling HNIs/UHNIs and investors.
Strong financial market awareness.
Ability to work independently and achieve targets.
Key Competencies
Client Relationship Management
Sales & Business Development
Investment Advisory
Market Research
Negotiation & Closing
Communication Skills
Target Orientation