Hiring - Wealth Manager - Acquisition Role - 12L To 20L

Hiring Wealth Manager | Acquisition Role

We are hiring Wealth Managers for leading financial services companies.

Locations: Chennai | Bangalore | Hyderabad

CTC: 12 LPA – 20 LPA

Role: Wealth Manager – Acquisition

Key Responsibilities

• Acquire new HNI/UHNI clients and build a strong client portfolio.
• Generate business through references, networking, market mapping and other acquisition channels.
• Understand client financial goals and provide suitable investment solutions.
• Drive AUM, revenue and business growth through effective client engagement.
• Build and maintain long-term relationships with HNI/UHNI clients.
• Cross-sell and up-sell wealth management and investment products.
• Stay updated on market trends, investment products and industry developments.

Preferred Skills

Wealth Management | HNI/UHNI Client Acquisition | Private Banking | Investment Advisory | AUM | Mutual Funds | PMS | AIF | Portfolio Management | Client Relationship Management | Business Development | Revenue Generation | Financial Products

If Interested Apply as below:

EMAIL: CV to [email removed] /
WhatsApp CV to [phone removed]

(Or)

Call me back to [phone removed]

Thanks & Regards,

Selvi Sai
HR - upGrad Rekrut