Wealth Management

Location : Delhi (Bhikaji), Noida, Kolkata, Bangalore, Hyderabad, Chennai, Mumbai, Pune

About the Role : We are seeking an experienced and dynamic Wealth Management professional to manage and grow client relationships while achieving AUM and revenue targets. The ideal candidate will have a strong background in financial planning, investment advisory, and client portfolio management, with a proven track record of delivering exceptional client service and results.

Key Responsibilities :

• Develop and provide customized financial and investment solutions based on client requirements and financial goals.
• Conduct regular follow-ups with leads and existing clients, sharing relevant market insights, broadcasts, and research updates.
• Drive client acquisition through networking, references, and relationship building, increasing overall AUM.
• Initiate periodic portfolio reviews and ensure timely rebalancing based on client objectives and market conditions.
• Upsell and cross-sell financial products across mutual funds, insurance, PMS, AIFs, FDs, and other wealth instruments.
• Share timely updates on primary and secondary market trends, new schemes, and research insights.
• Collaborate with the marketing and product teams to conduct client engagement and promotional activities.

Eligibility :

Must-Have Skills :