Wealth Management:

Work Location: Delhi- Karol Bagh & Mumbai- Goregaon East
Profile: Private Wealth (Manager / Sr. Wealth Manager)

Wealth Manager Roles and Responsibilities:
- Acquiring HNI/ UHNI clients through networking, database, market analysis, and references
- Maintain client relationships and generate AUM from HNI/Ultra HNI clients
- Achieve the financial goals of the clients through various product line
- Key products are - MF, Bonds, AIF, Unlisted shared, Trading – Equity, Commodities & Currency, in-house Arbitrage strategy, MLD, Corporate FDs, Loans – Secured & Unsecured, Real Estate advisory
- Advise HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio




- Coordinate with product and research teams to taking investment decisions for the clients
- Achieve budgeted targets in terms of the number of clients/volume of business & assets
- Share regular communications with clients regarding information, research, and material of the organization
Desired Candidate Profile:
- Detailed product knowledge of Key investment products - MF, Bonds, AIF, Insurance, Unlisted shared, Trading – Equity, Commodities & Currency
- Preferably handling AUM of 20cr. and above
- Should have excellent social/ interpersonal skills
- Should be okay with Client Acquisition (B2C)

📌 Wealth Manager- HNI Sales (Mumbai)
🏢 Vimerse Infotech
📍 Mumbai