Walk-in || Wealth Manager

Alankit Limited

Location - Lucknow

Profile - Wealth Manager

Job Summary:
We are looking for an experienced Wealth Management Sales professional to acquire and manage HNI/UHNI clients, understand their financial requirements, and provide suitable investment solutions.

Key Responsibilities:

• Acquire new clients through references, networking, calling, and market research.
• Develop and maintain strong relationships with HNI/UHNI and affluent clients.
• Understand clients' financial goals, risk appetite, and investment requirements.
• Promote and sell financial products such as Mutual Funds, Bonds, PMS, AIF, Insurance, NPS, and other investment products.
• Achieve monthly/quarterly sales and revenue targets.
• Generate leads and convert prospects into long-term clients.
• Conduct regular client meetings and provide portfolio/investment updates.
• Coordinate with internal teams for account opening, KYC, transactions, and client servicing.
• Ensure compliance with company policies and applicable regulatory requirements.
• Maintain accurate records of client interactions, leads, and sales activities.