Job Summary

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

Key Responsibilities
Acquire current 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 (India)
🏢 Mergen Corporates
📍 India