Key Responsibilities

- Acquire and manage HNI/UHNI client relationships.

- Build and grow Assets Under Management (AUM) through recent client acquisition and portfolio expansion.

- Advise clients on investment opportunities across Mutual Funds, PMS, AIFs, Unlisted Shares, Private Equity, and NCDs.

- Drive Demat account acquisition and ensure seamless account opening for new clients.

- Understand clients' financial goals and recommend suitable investment strategies.

- Achieve monthly AUM, revenue, and client acquisition targets.

what we are looking for

- Experience in wealth management, private banking, or financial avisory.

- Local candidates of delhi-ncr

- Existing Retails, HNI & UHNI client base. strong knowledge of wealth products.

- Proven track records in client acquisition & relationship management.

- Compensation: Salary hike as per current CTC & Market standard

Kindly connect on (phone hidden)

Pay: ₹30,000.00 - ₹90,000.00 per month

Work Location: In person

📌 Wealth Relationship Manager (sales) (Noida)
🏢 We Grow Wealth
📍 Noida