Posted: 1 month ago
0-1 years
Noida, Uttar Pradesh
Investment Banking, Private Equity & VC
work from office
Full Time
Closes 21 Oct 2026
Posted: 1 month ago
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Job Description
Key Responsibilities:
- Acquire and manage HNI/UHNI client relationships.
- Build and grow Assets Under Management (AUM) through new client acquisition and portfolio expansion.
- Advise clients on investment opportunities across Mutual Funds, PMS, AIFs, Unlisted Shares, Private Equity, and NCDs.
- Understand clients financial goals and recommend suitable investment strategies.
- Achieve monthly AUM, revenue, and client acquisition targets.
- Who Were Looking For:
- Experience in Wealth Management, Private Banking, or Financial Advisory.
- Existing Retail, HNI/UHNI client base with AUM in crores Preferred.
- Strong knowledge of Mutual Funds, PMS, AIF, Unlisted Shares, Private Equity, NCDs, and other investment products.
- Proven track record in client acquisition and relationship management.
Skills
AcquisitionAdvisoryFinancial AdvisoryPrivate EquityPrivate BankingIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
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