Manager/Senior Manager/Assistant Vice President/Director - Wealth Management

We are hiring for a Wealth Manager ( Manager/ Senior Manager/ AVP/ Directors - (as per their book size, experience and growth prospect) in a leading Private Wealth Management Firm dealing into HNI, UHNI on major 4 metros : Delhi /Mumbai /Pune & Bangalore.

Key Responsibilities:

• Client Acquisition: Identify and attract HNI/UHNI clients through networking, marketa analysis, and referrals.
• Sales & Advisory: Sell in-house PMS and other third party products including Mutual Funds, Bonds, SIP, AIFs, Unlisted Shares, Equities, Commodities, and Currency.
• Relationship Building: Develop and maintain strong relationships with clients to meet their financial needs and expand AUM.
• Target Achievement: Achieve set targets for client acquisition, business volume, and assets under management (AUM).

Desired Profile:

• Experience: Proven experience in sales and client acquisition, with a focus on managing AUM of - 20 crores+.
• Product Knowledge: Expertise in PMS and key investment products.

Qualifications: Relevant degree in Finance or a related field.