Wealth Manager

Wealth Manager – HNI Acquisition (Asst. Manager / Manager / Sr. Manager)

Locations : Chennai | Kolkata | Hyderabad | Ahmedabad | Mumbai | Pune | Bangalore | Delhi

Experience : 2 – 5 Years

About the Role

We are seeking highly motivated and dynamic professionals to join our team as Wealth Managers – HNI Acquisition . The role involves building and managing relationships with High Net Worth Individuals (HNIs) while offering them tailored investment solutions across equity-based products.

Key Responsibilities

Responsible for selling Equity-based investment products to clients.

Identify customer needs , assess risk appetite, and recommend appropriate investment options.

Achieve monthly sales targets as assigned by the organization.

Maintain regular client engagement and provide timely updates to reporting managers.

Build long-term relationships with HNI clients to grow Assets Under Management (AUM).

Required Education, Skills & Knowledge

Graduate / Post-Graduate in any discipline.

2–5 years of experience in direct sales of financial products such as Equity, Mutual Funds, Commodities, or Derivatives .

Candidates with AUM size of ₹20 Cr & above and strong HNI network will be preferred.

Excellent communication and presentation skills.

Pleasing personality with a positive and professional attitude.

Self-starter , proactive, and target-driven individual.

Strong relationship management and client servicing skills.

Why Join Us?

Opportunity to work with a leading wealth management brand.

Attractive performance-based incentives.

Dynamic and growth-oriented work environment.

If you are passionate about wealth management, client acquisition, and delivering value-driven investment solutions, we’d love to connect with you!

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