Financial Advisor

Roles and Responsibilities

• Manage HNI client relationships through effective communication, relationship management, and wealth creation strategies.
  
• Provide expert advice on equity, mutual funds, sales, investment products, PMS (Portfolio Management Services), third-party products, and financial advisory services to high net worth individuals (HNIs).
  
• Handle HNI acquisitions by identifying new business opportunities and converting them into profitable relationships.
  
• Develop strong relationships with existing clients to increase wallet share and asset under management (AUM) growth.
  
• Collaborate with internal teams to ensure seamless delivery of portfolio management services.
  

Desired Candidate Profile

• 2-6 years of experience in Wealth Management or related field.
  
• Strong understanding of AIFs (Alternative Investment Funds), Equity markets, Mutual Funds, Sales processes, Investment Products knowledge.
  
• Excellent relationship management skills for handling HNI client interactions effectively.