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!
📩 Apply Now or share your profile at [sumit.patel@tigihr.com / https : / / tigihr.com / job-details / 3420 / wealth-manager-hni-acquisition / in-delhi]