Job Description
Key Responsibilities:
• Acquire and manage HNI/UHNI client relationships.
• Build and grow Assets Under Management (AUM) through new client acquisition and portfolio expansion.
• Advise clients on investment opportunities across Mutual Funds, PMS, AIFs, Unlisted Shares, Private Equity, and NCDs.
• Understand clients financial goals and recommend suitable investment strategies.
• Achieve monthly AUM, revenue, and client acquisition targets.
Who We're Looking For:
Experience in Wealth Management, Private Banking, or Financial Advisory.
Existing Retail, HNI/UHNI client base with AUM in crores Preferred.
Strong knowledge of Mutual Funds, PMS, AIF, Unlisted Shares, Private Equity, NCDs, and other investment products.
Proven track record in client acquisition and relationship management.
