Wealth Manager

Roles and Responsibilities :

• Manage high net worth individual (HNI) clients' wealth by providing personalized financial planning, investment advice, and portfolio management services.
• Identify new business opportunities through networking, referrals, and market research to expand the client base.
• Develop strong relationships with existing clients to increase retention rates and generate additional revenue streams.
• Collaborate with internal teams to ensure seamless delivery of products such as Equity, Mutual Funds, PMS, Structured Products, AIFs & Bonds.

Job Requirements :

• 10-20 years of experience in Wealth Management or related field.
• Strong understanding of various financial products including Equity, Mutual Funds, PMS, Structured Products, AIFs & Bonds.
• Excellent relationship management skills for effective client acquisition and retention.