Experience: 3–12 Years An exciting opportunity to join a leading financial services organization and manage relationships with HNI/UHNI clients while driving growth in the wealth management business.
Key Responsibilities:
- Acquire and manage HNI/UHNI client relationships.
- Drive AUM growth and revenue generation.
- Provide investment advisory and asset allocation solutions.
- Cross-sell wealth management and investment products.
- Develop referral networks and generate new business opportunities.
- Deliver customized financial planning and portfolio solutions.
Candidate Profile:
- 3–12 years of experience in Wealth Management, Private Banking or Investment Advisory.
- Strong experience in HNI client acquisition and relationship management.
- Good understanding of Mutual Funds, PMS, AIF, Equity Advisory, Bonds, Fixed Income, Structured Products, Financial Planning and Tax Planning.
- MBA Finance / CA / CFA / NISM certifications preferred.
Pay: ₹400,000.00 - ₹1,200,000.00 per year
Advantages
- Health insurance
- Life insurance
- Provident Fund