Job Summary

We are looking for an experienced Wealth Management qualified with strong HNI sales experience to acquire and manage High-Net-Worth Individual (HNI) clients, provide investment solutions, and drive business growth.

Key Responsibilities

- Acquire new HNI clients and maintain long-term relationships with existing clients.
- Understand client financial goals and recommend suitable investment products.
- Promote wealth management products such as Mutual Funds, PMS, AIFs, Equities, Bonds, and other investment solutions.
- Achieve sales targets, revenue goals, and client acquisition objectives.
- Generate business through referrals, networking, and market contacts.
- Monitor client portfolios and provide regular investment updates.
- Ensure compliance with KYC requirements and regulatory guidelines.





Required Skills & Qualifications

- Minimum 4 years of experience in Wealth Management and HNI Sales.
- Strong knowledge of financial markets and investment products.
- Proven experience in client acquisition, relationship management, and revenue generation.
- Excellent communication, negotiation, and interpersonal skills.
- Ability to build and maintain strong relationships with HNI clients.

Preferred candidate profile

Location : Hyderabad(Kothaguda)

Work Mode : 5 days Office
Joining date : Immediate-30 days

Note: Only Face to Face Interview

📌 Wealth Management Manager (Hyderabad)
🏢 Mergen Corporates
📍 Hyderabad