Key Responsibilities

• Manage & Grow Client Relationships: Manage a portfolio of 40–50 clients with a current aggregate AUM of approximately 50–70 Cr, with the potential to scale the portfolio up to 100 Cr.
• Acquire HNI, UHNI & NRI Clients: Acquire and manage relationships with HNI, UHNI, and NRI clients through networking, referrals, cold calling, market mapping, and other business development initiatives.
• Drive Portfolio & Wallet Share Growth: Drive portfolio growth by initiating SIPs, securing additional capital commitments, and identifying opportunities to increase client wallet share.
• Understand & Recommend Investment Products: Develop a robust understanding of Mutual Funds, Fixed Income/Bonds, PMS, AIFs, and asset allocation strategies and recommend suitable prospects based on client requirements.
• Deliver Exceptional Client Service: Ensure high standards of client satisfaction, retention, and service through proactive communication, regular follow-ups, and timely resolution of client requirements.
• Build & Manage the Sales Pipeline: Generate leads,



follow up consistently, conduct client meetings, and manage the sales pipeline from lead generation to conversion.
• Deepen Existing Client Relationships: Identify opportunities to deepen relationships with existing clients, increase wallet share, and develop long-term partnerships.
• Ensure Compliance & Quality Service: Maintain high standards of service while ensuring adherence to regulatory and compliance requirements throughout the client and investment lifecycle.
• Stay Updated on Markets & Investments: Keep up to date with financial markets, market trends, economic developments, and investment products to provide relevant insights and prospects to clients.
• Achieve Business Targets: Take ownership of AUM growth, revenue generation, client acquisition, portfolio growth, and conversion targets and consistently work toward exceeding business goals.

To Succeed In This Role

• Bring high energy a

📌 Wealth Manager In Bangalore Bengaluru
🏢 I Cap Financial Services
📍 Bengaluru