Wealth Manager - Pan India (south, West,North,East)

Role & responsibilities

We are looking for an experienced Wealth Manager to acquire, manage and grow relationships with HNI/UHNI clients. The candidate will be responsible for understanding client financial goals, providing suitable investment solutions, increasing AUM and generating revenue through effective relationship management.

Key Responsibilities

• Acquire and develop HNI/UHNI client relationships.
• Manage and deepen relationships with existing wealth clients.
• Understand clients' financial goals, investment objectives and risk appetite.
• Provide appropriate investment and wealth management solutions.
• Drive AUM growth and revenue through client acquisition and wallet-share expansion.
• Distribute investment products including:
• Mutual Funds
• PMS
• AIF
• Bonds / Fixed Income
• Structured Products
• Fixed Deposits
• Insurance
• Other investment and wealth solutions
• Conduct regular portfolio reviews and recommend suitable solutions.
• Generate referrals and new business through existing client networks.
• Build relationships with entrepreneurs, CXOs, business owners and affluent professionals.
• Work closely with product specialists and internal teams to deliver customised solutions.
• Ensure excellent client experience and high client retention.
• Ensure compliance with company policies and applicable regulatory requirements.

Locations :

Chennai

Coimbatore

Kochi

Bangalore

Hyderabad

Mumbai

Pune

Delhi

Kolkata

lucknow

Ahmedabad

Surat

Indore

Candidate Profile

• 310 years of experience in Wealth Management / Private Banking / Investment Distribution.
• Experience handling HNI/UHNI clients is preferred.
• Strong knowledge of investment products and financial markets.
• Proven track record in client acquisition, AUM growth and revenue generation.
• Strong existing HNI client network will be an advantage.
• Excellent communication, presentation and relationship management skills.
• Candidates from Banks, Wealth Management firms, Securities companies, AMC and Financial Services are preferred.