We are looking for an experienced Wealth Management professional who can drive client acquisition, build and manage a high-performing team, and contribute directly to revenue and AUM growth.
Key Responsibilities
- Lead and mentor the Relationship Management team
- Acquire and develop HNI/UHNI clients
- Drive AUM and revenue growth
- Manage client relationships and investment requirements
- Support portfolio and investment advisory initiatives
- Drive sales targets and business development
- Build a robust referral and prospecting pipeline
Pay: ₹30,000.00 - ₹40,000.00 per month
Benefits:
- Health insurance
- Internet reimbursement
- Paid sick time
- Paid time off
Work Location: In person
📌 Team Leader - Wealth Management (India)
🏢 THE Trinity International
📍 India
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