Department Distribution / Wealth Management Job Summary Responsible for acquiring, managing, and growing HNI/UHNI client relationships by offering wealth management and investment solutions across distribution products.

Key Responsibilities
• Acquire and manage HNI/UHNI client relationships.
• Provide advisory on Mutual Funds, PMS, AIF, Bonds, IPOs and structured products.
• Achieve AUM, revenue and business mobilization targets.
• Conduct portfolio reviews and recommend investment strategies.
• Generate referrals and recent business opportunities.
• Cross-sell wealth and investment products.
• Ensure compliance with regulatory and internal guidelines. Desired Candidate Profile
• Graduate/Post Graduate in Finance, Commerce or Business Administration.
• 4-10 years of experience in Wealth Management, Distribution, Private Banking or Financial Services.
• NISM certification preferred.
• Strong client relationship and business development skills. Key Skills Wealth Management, HNI Acquisition, Mutual Funds, PMS, AIF, Portfolio Advisory, Relationship Management, Financial Planning, Revenue Generation.

📌 Wealth Manager (India)
🏢 Jainam Broking
📍 India