Urgent Hiring in Wealth Management

Job Description:

• Acquire and manage HNI and retail clients for wealth management and investment solutions.
• Understand clients' financial goals and recommend suitable investment products such as mutual funds, equities, PMS, bonds, insurance, and other financial solutions.
• Build and maintain long-term client relationships through regular portfolio reviews and financial advisory.
• Generate business through client referrals, networking, and prospecting activities.
• Achieve assigned revenue and AUM targets while ensuring high levels of customer satisfaction.
• Stay updated on market trends and regulatory guidelines to provide informed investment advice.
• Ensure compliance with company policies and industry regulations.

Preferred Candidate Profile:

• Graduate with experience in wealth management, investment advisory, or financial services.
• Strong sales, relationship management, and communication skills.
• Knowledge of financial products and capital markets is preferred.
• Ability to achieve business targets and deliver an excellent client experience