Position: Wealth Manager

Work Location :

- Bangalore :

- Chennai :

- Pune :

- Delhi :

- Ahmedabad :

- Hyderabad :

- Kolkata :

- Surat

About the Role

Key Responsibilities

- Build and maintain strong relationships with HNI/UHNI clients.
- Understand clients' financial goals, risk appetite, and investment preferences.
- Develop customized investment strategies and wealth management solutions.
- Monitor client portfolios and provide regular performance reviews.
- Keep clients informed about market trends, investment opportunities, and portfolio performance.
- Acquire new HNI/UHNI clients through referrals and open-market sourcing.
- Strengthen existing client relationships through portfolio reviews and financial planning.
- Achieve assigned AUM and revenue targets within the allocated geography.
- Increase customer wallet share through cross-selling investment and wealth products.
- Conduct client meetings, presentations, and investor awareness sessions.
- Stay updated on financial markets, regulatory changes, and investment products.

Eligibility

Education

- Master's Degree from a recognized university.

Experience

- Minimum 8 years of experience in Wealth Management, Investment Advisory, Private Banking, or Financial Services.

Required Skills :





- Strong knowledge of financial markets and investment products.
- Excellent communication and relationship management skills.
- Multilingual communication ability preferred.
- Solid analytical and financial planning skills.
- Client acquisition and business development expertise.
- Negotiation and convincing skills.
- Target-driven with a customer-centric approach.

Behavioral Competencies

- Customer Service Orientation
- Relationship Building
- Team Collaboration
- Result Orientation
- Initiative and Ownership
- Creativity & Innovation
- Strong Interpersonal Skills
- Cultural Sensitivity
- Willingness to Learn
- Professionalism and Integrity

Certifications

- Mandatory industry certifications as per company and regulatory requirements.
- Experience handling HNI/UHNI investment portfolios.
- Proven track record of achieving AUM and revenue targets.
- Strong understanding of equity, mutual funds, PMS, AIFs, fixed income, and other investment products.
- Ability to build long-term client relationships and deliver exceptional investment advisory services.

Pay: ₹180,000.00 - ₹500,000.00 per month

Education :

- Master's (preferred)

Work Location: In person

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