Job highlights

- Experience in acquiring and managing HNI/UHNI clients with expertise in wealth management products
- Acquire and onboard affluent clients, manage portfolios, provide investment advisory, and drive AUM growth
- Acquire and onboard HNI/UHNI clients through personal network, references, market connects & business development activities.
- Build and manage a portfolio of affluent clients and deepen relationships.
- Understand client financial goals, risk profile and provide suitable wealth solutions.
- Generate revenue through investment products like:

- Mutual Funds

- Bonds / Fixed Income

- PMS / AIF

- Structured Products
- Insurance & other investment solutions
- Drive current client acquisition and increase AUM through portfolio growth.
- Conduct regular portfolio reviews and provide investment advisory support.
- Develop strong referral channels and maintain long-term client relationships.
- Collaborate with internal investment/product teams for client servicing.

📌 Wealth Manager (Kochi)
🏢 HEADCOUNTS HR
📍 Kochi