Private Wealth Manager

Role Overview

• In Private Wealth, you will play a pivotal expanding our wealth management business. The role involves driving client acquisition at the highest levels.

Key Responsibilities

• Client Acquisition: Identify and attract HNI/UHNI clients through networking, market analysis, and referrals.
• Sales & Advisory: Offer in-house PMS and third-party investment products, including Mutual Funds, Bonds, SIPs, AIFs, Unlisted Shares, Equities, Commodities, and Currency.
• Relationship Management: Develop and maintain strong relationships with clients to address their financial goals and grow AUM.
• Target Achievement: Meet business targets related to client acquisition, business volume, and assets under management.

Desired Profile

• Experience: 7-15 years in wealth management with proven success in managing significant AUM.
• Network: Strong relationships with HNIs, UHNIs, family offices, and institutional clients.
• Skills: Strategic mindset, strong business acumen, client advisory expertise, and leadership capabilities.