Job Summary

We are looking for dynamic and client-focused Wealth Managers to acquire, manage, and grow relationships with HNI and affluent clients. The role involves providing investment advisory, driving AUM growth, and offering customized financial solutions across Mutual Funds, PMS, AIF, Equity, Bonds, and other wealth products.

This opportunity is ideal for professionals passionate about financial markets, relationship management, and advisory-led wealth solutions.

Key Responsibilities

• Acquire and manage HNI / Affluent clients
• Drive AUM and revenue growth through investment advisory
• Advise clients on:
• Mutual Funds
• PMS
• AIF
• Equity
• Bonds
• Investment Products
• Conduct portfolio reviews and recommend suitable asset allocation strategies
• Build long-term client relationships and enhance wallet share
• Generate business through references, networking, and client acquisition
• Stay updated with market trends and investment opportunities
• Ensure superior client servicing and relationship management

Why Join Us

• Strong brand and market presence
• Attractive incentive structure
• High growth opportunities in wealth management
• Exposure to premium investment products
• Entrepreneurial and performance-driven environment

Apply Now

If you are passionate about wealth creation, investment advisory, and building long-term client relationships, we would love to connect with you.

Connect us on:-

Phone :- +919833664537

Email us:- [Confidential Information]