Acquire, manage, and grow a portfolio of HNI/UHNI clients
Provide personalized investment advice and cross sell products across asset classes including equities, mutual funds, PMS, AIFs, insurance, bonds, and other financial instruments (12+ investment products)
Leverage your existing client relationships and network to onboard new clients
Track client portfolios and deliver consistent performance reviews and reporting
Collaborate with in-house research and advisory teams to deliver insights and strategies
Maintain high standards of ethics and professionalism
Ideal Candidate Profile
48 years of relevant sales experience in Wealth management, Stock broking, Asset Management companies or Private Banking (Wealth arm of banks)
Existing client book and AUM mandatory
Sound understanding of capital markets, financial products, taxation, and compliance
Excellent communication, presentation, and relationship management skills
Available to join within 30 days or less
Certifications such as NISM, CFP etc. (preferred but not mandatory)
