**Locations:** Ludhiana/Chandigarh/Dehradun

**CTC:** Up to ₹12 LPA

**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 clientrelationships.
- 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.
- Robust 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

Benefits:

- Health insurance
- Life insurance
- Provident Fund

Work Location: In person

📌 PREFERRED RELATIONSHIP MANAGER – WEALTH MANAGEMENT (Ludhiana)
🏢 Saanvi
📍 Ludhiana