Roles and Responsibilities

- Pure acquisition through networking, referrals, and market research

- Bring existing HNI client relationship/AUM from previous employment and generate revenue through MF, PMS and Financial products

- Collaborate with internal teams such as sales, product development, and operations to ensure seamless delivery of services to clients.

- Analyze client needs and provide tailored investment advice using various investment strategies.

- Manage high net worth individual (HNI) clients' portfolios by providing personalized wealth management solutions.

Desired Candidate Profile

- Candidates with an existing HNI client book/AUM of Rs 30 Cr +, with the ability and willingness to bring their existing relationships/AUM from previous employment

- 4-9 years of experience in HNI Sales or Wealth Management in BFSI industry.

- Robust understanding of Mutual Funds Sales, Portfolio Management Services (PMS), and other financial products.

- Excellent communication skills for building rapport with high net worth individuals.

- Ability to work independently with minimal supervision while meeting targets set by the organization.

📌 Senior Wealth Relationship Manager (Ahmedabad)
🏢 HEADCOUNTS HR
📍 Ahmedabad