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 current 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.