Role & responsibilities

Client Acquisition

Acquire new 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.
- Solid 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