Wealth Manager

Job Summary
We are looking for a client-focused Wealth Manager to manage existing clients, acquire recent clients, and grow AUM and revenue by providing suitable investment solutions.

Key Responsibilities
Acquire recent clients and build long-term relationships.
Manage and grow existing client portfolios.
Understand clients financial goals, risk profiles, and investment needs.
Recommend suitable products such as Equities, Mutual Funds, Bonds, Insurance, PMS, AIFs, etc.
Generate business through referrals, networking, and market outreach.
Achieve AUM, revenue, and business targets.
Cross-sell/up-sell relevant financial products.
Handle HNI, affluent, retail, and corporate clients.
Review portfolios and provide regular market/investment updates.
Ensure quality client service, timely transactions, and regulatory compliance.

Candidate Profile
Graduate/Postgraduate in Finance, Business, Economics, or a related field.
2 – 7 years of experience in Wealth Management,



Relationship Management, Investment Advisory, or Client Acquisition.
Robust knowledge of capital markets and investment products.
Proven track record in achieving sales, revenue, or AUM targets.
Excellent communication, negotiation, presentation, and relationship-management skills.
NISM certification preferred.
Experience handling HNI/Affluent clients will be an advantage.

Key Skills

Wealth Management | Client Acquisition | HNI Client Handling | Relationship Management | Portfolio Management | AUM Growth | Revenue Generation | Capital Markets | Mutual Funds | Stock Broking | Investment Products | NISM

Role: Wealth Manager
Industry: Financial Services / BFSI
Department: Investments & Trading
Employment Type: Full Time, Permanent
Role Category: Asset & Wealth Management

📌 Walk In Relationship Manager Wealth Management Hyderabad (India)
🏢 Alankit
📍 India