Wealth Manager

Key Responsibilities

• Acquire HNI/UHNI and retail clients through networking, referrals, cold calling, and other business development activities.
• Develop and maintain strong, long-term relationships with existing and prospective clients.
• Understand clients financial goals, risk appetite, and investment requirements.
• Recommend suitable financial products such as Mutual Funds, Bonds, PMS, AIF, NPS, Insurance, and other investment solutions.
• Manage and grow the assigned client portfolio and generate AUM and revenue.
• Achieve monthly/quarterly sales, revenue, and client acquisition targets.
• Generate leads independently and convert prospects into active clients.
• Conduct regular client meetings and provide updates on portfolio performance and market developments.
• Cross-sell and up-sell relevant financial and investment products to existing clients.
• Coordinate with operations, compliance, and other internal teams for KYC, account opening, documentation, and transaction-related activities.
• Maintain accurate records of client interactions, leads, sales pipeline, and portfolio activities.
• Keep updated with financial markets, investment products, and industry trends.
• Ensure all client dealings are conducted in accordance with company policies and applicable regulatory guidelines.

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