We are looking for a dynamic and result-oriented Wealth Manager to join our team.
Location : Gujarat
Key Responsibilities:
- Acquire and develop HNI/UHNI client relationships.
- Manage client portfolios across Mutual Funds, PMS, AIFs, Bonds, Unlisted Shares, and Insurance.
- Recommend suitable investment solutions based on client needs and risk profiles.
- Drive revenue generation, asset mobilization, and business growth.
- Build long-term client relationships and stay updated on market trends.
Requirements:
- Graduate/Postgraduate in Finance, Commerce, or a related field.
- 3–6 years of experience in Wealth Management or Private Banking.
- Robust communication, sales, and relationship management skills.
- Good knowledge of financial products and investment markets.
Interested candidates can share their resumes or DM us to apply. To schedule an interview, please send your CV via WhatsApp to