Roles and Responsibilities

- Manage relationships with High Net Worth Individuals (HNIs) and Ultra HNIs across various product lines such as Wealth Management, Investment Advisory, Equity Broking, Asset Management, etc.

- Provide investment advisory services to clients on various products including Mutual Funds, PMS, AIFs, Structured Products, Bonds & Fixed Deposits.

- Develop new business opportunities through referrals from existing client base and market research.

- Ensure timely execution of transactions while maintaining high levels of customer satisfaction.

- Collaborate with internal teams to resolve client queries and issues.

Desired Candidate Profile

- 5-10 years of experience in wealth management or related field.

- Excellent relationship management skills with ability to build strong rapport with HNIs.

- Solid understanding of financial markets, instruments, and regulations.

- Proven track record in sales achievement targets for mutual funds or similar products.

📌 Advisory Manager - PCG Desk (Pune)
🏢 Sharekhan
📍 Pune