Wealth Manager

Key Responsibilities :

Client Acquisition & Relationship Management

Acquire and onboard HNI / UHNI clients via referrals, networking, and market mapping.

Build long-term, trust-based relationships and act as a single point of contact for all wealth needs.

Investment Advisory & Portfolio Management

Advise clients across asset classes : PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance.

Develop and manage customized portfolios aligned with client goals, risk appetite, and investment horizon.

Financial Planning & Product Suitability

Offer holistic financial planning including wealth preservation, tax efficiency, and succession planning.

Recommend appropriate investment solutions based on client profiles and market outlook.

Performance Tracking & Compliance

Monitor portfolio performance, provide regular reviews, and suggest timely rebalancing.

Ensure adherence to regulatory guidelines and internal compliance standards.

Business Growth & Market Intelligence

Meet revenue, asset mobilization, and client activation targets.

Stay updated on market trends and new products to deliver timely insights.

Huge Incentives and Appraisals.

To schedule your interview send your CV through WhatsApp (number mentioned below)

HR Avdhut : 7796426971