Key Responsibilities:

- Acquire and manage HNI/UHNI client relationships.
- Build and grow Assets Under Management (AUM) through new 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 recent 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 +91-XXXXXXXXXX

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

Work Location: In person

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