We are looking for a Wealth Advisor Investment Advisor to manage relationships with HNI and UHNI clients offering investment solutions across Fixed Deposits Mutual Funds Bonds Digital Gold and other wealth products If youre confident clientfacing and interested in financial markets wed like to meet you Openings 5 Responsibilities Identify and connect with HNI UHNI prospects Understand client goals and recommend suitable investment products FDs Mutual Funds Bonds Digital Gold etc Onboard clients and manage the investment process Build longterm client relationships through regular portfolio reviews Achieve monthly quarterly AUM and revenue targets Ensure compliance with KYC and regulatory guidelines Stay updated on market trends and recent product launches Requirements Graduate in any discipline Finance Commerce preferred Freshers welcome prior experience in banking wealth management is a plus Strong verbal and written communication skills Confident presentable clientfacing personality Basic understanding of financial products is a plus NISM AMFI certification is an added advantage Working Days 6 days a week Sunday fixed off Salary Up to 4 5 LPA Locations Gurgaon Golf Course Ext

📌 Wealth Advisor Investment Advisor (Gurugram)
🏢 FTIPL Payments and Marketing Tech Private
📍 Gurugram