Role & responsibilities
Acquire and develop HNI/UHNI client relationships through networking, references and direct sourcing.
Manage client investment portfolios across Mutual Funds, PMS, AIFs, Bonds and other financial products.
Provide suitable investment solutions based on clients' financial goals and risk appetite.
Drive business growth through asset mobilisation, revenue generation and client retention.
Preferred candidate profile
Graduate/Postgraduate in Finance, Commerce or a related field.
36 years of experience in Wealth Management or Private Banking.
Solid experience in HNI/UHNI client acquisition and relationship management.
Valuable understanding of financial products and investment instruments.
Excellent communication, networking and client-handling skills.
NISM / CFP certifications will be an added advantage.
Candidates must be currently based in Mumbai.
📌 Senior Wealth Manager Mumbai (India)
🏢 Billow People Services Private
📍 India
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