Senior Wealth Manager/ Consultant

Role Overview

We are hiring a high-performing Wealth Manager with strong HNI acquisition capability in Pune.

This is NOT a pure servicing role. The candidate must have proven experience in independent client acquisition and fresh AUM mobilization.

Key Responsibilities

• Independently acquire HNI / Ultra HNI clients
  
• Drive fresh AUM mobilization through self-sourcing & referrals
  
• Provide advisory across MF, PMS, AIF, Bonds & Direct Equity
  
• Conduct goal-based planning & asset allocation
  
• Maintain long-term advisory relationships
  
• Ensure SEBI / AMFI compliance
  

Mandatory Criteria (Profiles without this may not be shortlisted)

• 5+ years in Private Wealth / Wealth Management
  
• Proven AUM mobilization track record
  
• Strong Pune HNI network
  
• AMFI Certified
  

Compensation

• Competitive fixed + high performance incentives
  
• Leadership growth opportunity
  Role & responsibilities

Preferred candidate profile