Experience: 8+ years in Wealth Management, Private Banking, Broking, or Financial Services
Key Responsibilities:
- Manage and grow relationships with HNI/UHNI clients.
- Acquire new clients and generate business through references, market mapping, and networking.
- Manage and grow the client's AUM and ensure client retention.
- Understand clients financial goals and provide suitable investment solutions.
- Handle products such as Mutual Funds, Equity, Bonds, PMS, AIF, Structured Products, Insurance, and other wealth products.
- Generate revenue through client acquisition and cross-selling of wealth products.
- Build strong relationships with existing and prospective clients.
- Coordinate with internal teams for smooth execution of client requirements.
- Achieve assigned AUM, revenue, and client acquisition targets.
Required Skills:
- Strong relationship management and client acquisition skills.
- Valuable knowledge of wealth management and financial products.
- Strong communication and presentation skills.
- Existing HNI/UHNI client network or book of business will be preferred.
- Target-oriented and strong business development mindset.
Preferred Background:
Candidates from Wealth Management, Private Banking, Broking, Investment Advisory, or Financial Services backgrounds will be preferred.
CTC: As per experience and current market standards.
📌 Private Wealth Manager (Secunderabad)
🏢 Important Company of the Sector
📍 Secunderabad
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