Wealth Manager

Profile : Wealth Manager

Experience : 03 - 05 years

Salary : 10 lpa - 12 lpa

About the Role :

We are looking for an experienced Wealth Manager who can help high-net-worth clients (HNIs) invest and grow their money smartly and safely. This role is for someone who understands investment products like Mutual Funds, PMS (Portfolio Management Services), Bonds, etc. and can confidently guide clients on where and how to invest.

Key Responsibilities :

Build strong relationships with HNI clients and understand their financial goals

Recommend the right investment products (Mutual Funds, PMS, etc.) based on their needs

Regularly stay in touch with clients and review their investment portfolios

Bring in new HNI clients using your personal network and references

Maintain and grow your book size (client investment portfolio)

Stay updated with new products from Mutual Fund and PMS providers