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Job Description
Were Hiring | Wealth Manager
We are looking for an experienced Wealth Manager to join our Wealth Management team.
Experience: 3–6 Years
Department: Wealth Management
Key Responsibilities:
- Acquire HNI/UHNI clients through networking, referrals, cold calling, and market mapping.
- Manage client portfolios across PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance.
- Provide investment advisory based on clients financial goals and risk profiles.
- Build and maintain strong, long-term client relationships.
- Achieve targets for asset mobilization, revenue generation, and client activation.
- Stay updated on market trends and recommend suitable wealth management solutions.
Requirements:
- Graduate/Postgraduate in Finance, Commerce, or a related field.
- 3–6 years of experience in Wealth Management or Private Banking.
- Strong knowledge of investment products and financial markets.
- Excellent communication and relationship management skills.
- NISM VA, NISM XA/XB, or CFP certification will be an added advantage.
If you are interested in this opportunity or know someone who would be a great fit, please share your updated resume or get in touch for more details.
How to Apply:
To schedule an interview, please send your CV via WhatsApp to
HR Siddhi : 7030023416
Skills
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About Company
Important dates & deadlines?
Application Deadline
20 Sep 26, 04:10 PM IST
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