• Meet and build trusted relationships with HNI, UHNI & Family Office clients
• Manage a customer-facing B2C role with a strong focus on portfolio management
• Design and engineer investment portfolios based on client objectives and risk profiles
• Advise HNI clients on suitable investment avenues
• Acquire new HNI clients and deepen existing relationships
• Grow and manage the existing AUM book
• Work across Mutual Funds, PMS, AIF & SIF products
• Lead, manage, and mentor a team of Relationship Managers
? What We’re Looking For
✅ Strong knowledge of personal finance, investment avenues & taxation
✅ Detailed understanding of Fixed Income & Equity products
✅ Robust awareness of current financial markets & affairs
✅ Excellent communication and relationship management skills
✅ Result-oriented and client-focused approach
✅ Strong team player with a learning mindset
✅ Proficiency in MS Office
? Educational Qualifications & Certifications
• Post-Graduation is mandatory, preferably MBA – Finance
• NISM Series V-A – Mutual Fund Distributors Certification – Mandatory
• NISM Series XXI-A – Portfolio Management Services – Mandatory
? Interested candidates can share their profile at:
If you are passionate about wealth management, portfolio construction, HNI relationships, and investment solutions, we would love to hear from you