Role & responsibilities Client Acquisition: Acquire current HNI/UHNI clients through cold calling, networking, references, and market mapping. Portfolio Management: Build and manage client portfolios across multiple asset classes including PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance. Product Advisory: Advise clients on suitable wealth products based on their financial goals, risk appetite, and investment horizon. Relationship Management: Serve as a trusted advisor to clients, ensuring a high degree of customer satisfaction Revenue Generation: Meet and exceed targets for asset mobilization, revenue generation, and client activation. Market Intelligence: Stay updated on market trends, economic updates, and new product offerings to provide insightful recommendations to clients. Preferred candidate profile
- Graduate/Postgraduate in Finance, Commerce, or related field.
- 36 years of experience in Wealth Management or Private Banking.
- Strong understanding of financial products and investment instruments.
- Excellent communication, interpersonal, and negotiation skills.
- Proven ability to build and manage high-value client relationships.
- Certifications such as NISM VA, NISM XA/XB, or CFP are a plus.

📌 Wealth Manager (Kochi)
🏢 Amoli Talents
📍 Kochi