- 9+ years in Portfolio Management & Financial Advisory for HNIs/UHNIs with AUM > ₹100 Cr, NISM and IRDA certifications, experience in PMS, AIFs, MLDs, NCDs, Private Credit Funds, REITs, InvITs
- Manage and advise HNI/UHNI clients on diverse investment products, maintain continuous client engagement, and handle Delhi NCR and NRI banking portfolios
Location: Delhi NCR
Key Requirements
- Must be from Banking and Wealth Management Industry.
- Minimum experience of managing AUM of more then 100 Cr in current role.
- At least 9 years of Portfolio Management & Financial Advisory experience for HNIs/UHNIs.
- Currently employed (no notice period candidates).
- Client base primarily in Delhi NCR; prior NRI Banking & Investments experience preferred.
- Proven sales experience in PMS, AIFs, MLDs, NCDs, Private Credit Funds, REITs, InvITs, Insurance, and Mutual Funds.
- Certifications: NISM Mutual Fund (Series VA), PMS (Series XXIA), Derivatives (Series VIII, if applicable), and IRDA.
- CV must show continuous employment (no gaps).
- Interested candidates please call at (phone hidden) for further discussions
📌 Wealth Advisor (Noida)
🏢 SHARE india securities
📍 Noida
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.