We are looking for an experienced Wealth Management professional to acquire and manage HNI/UHNI and retail clients, build long-term relationships, and generate business through Mutual Funds and other investment products.
Key Responsibilities:
- Acquire and manage new investment clients
- Build and maintain client relationships
- Generate business through Mutual Funds and investment products
- Manage and grow client book and AUM
- Understand client goals and recommend suitable solutions
- Generate leads through referrals and professional networks
- Achieve business targets
- Ensure proper documentation and compliance
Requirements:
- 2–7 years of experience in Wealth Management, Mutual Funds, BFSI, Investment Sales, or related fields
- Strong client acquisition and relationship management experience
- Good knowledge of Mutual Funds and investment products
- Existing client book, AUM, or HNI/UHNI network is an advantage
- Strong communication and negotiation skills
Compensation:
Salary will be determined based on the candidate's previous compensation, relevant experience, and overall suitability for the role. Compensation will be discussed during the interview process.
Apply:
Send your updated CV to [email protected] with the subject Application – Wealth Manager.
For faster communication, candidates may also WhatsApp their CV or contact us at 91 85953 22903.