Wealth Manager

Job Title: Wealth Manager

Job Summary:
We are looking for a dynamic and result-oriented Wealth Manager to acquire new clients, manage existing relationships, and provide suitable investment solutions based on clients financial goals and risk profiles.

Key Responsibilities:

• Generate new business through sales calls, referrals, networking, and lead generation.
• Acquire and manage HNI/Affluent clients and build long-term relationships.
• Understand client requirements, financial goals, and risk appetite.
• Recommend suitable investment and wealth management solutions.
• Conduct regular client follow-ups and portfolio reviews.
• Drive AUM/AUA growth and achieve monthly/quarterly business targets.
• Ensure proper documentation and compliance with company/regulatory guidelines.

Key Products:

• Mutual Funds
• Insurance
• Fixed Deposits (FD)
• Portfolio Management Services (PMS)
• Alternative Investment Funds (AIF)

Candidate Profile:

• Good communication and interpersonal skills.
• Strong sales and relationship-management skills.
• Target-oriented with a proactive approach.
• Experience in Wealth Management / Banking / Financial Services / Insurance / Investment Products will be preferred.

Interested candidates can share their CV at:

[email removed]