Manage distribution Sales for location and handle top key relationships for product focusing AIF, PMS, Mutual Funds. Manage key relationship distributor direct clients.
Drive AIF, PMS, and Mutual Fund product distribution to achieve revenue targets.
Acquire recent clients and strengthen long-term investor relationships.
Conduct portfolio review meetings through audio, video, and in-person interactions.
Provide customized investment solutions aligned with client financial goals.
Monitor market trends and deliver updated investment insights to clients.
Ensure regulatory compliance and seamless client servicing.

Preferred candidate profile
Bachelor’s degree in Finance, Economics, Business Administration, or related field.
CFA, CFP, or similar certifications are highly preferred.
4–15 years of experience in Wealth Management or Financial Advisory.
Robust understanding of investment products, AIF, PMS, and financial markets.
Excellent communication, analytical, and relationship-building skills.

📌 Wealth Manager Mumbai (India)
🏢 Altport Experts
📍 India