{"@context":"https://schema.org","@type":"JobPosting","title":"Financial Advisor","description":"

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.

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