Wealth Manager
Headcounts Hr · Kochi · onsite · Posted 1d ago
₹18.0L - ₹20.0L PA3–8 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
- Acquire and onboard HNI/UHNI clients through personal network, references, market connects & business development activities.
- Build and manage a portfolio of affluent clients and deepen relationships.
- Understand client financial goals, risk profile and provide suitable wealth solutions.
- Generate revenue through investment products like:
- Mutual Funds
- Bonds / Fixed Income
- PMS / AIF
- Structured Products
- Insurance & other investment solutions
- Drive new client acquisition and increase AUM through portfolio growth.
- Conduct regular portfolio reviews and provide investment advisory support.
- Develop strong referral channels and maintain long-term client relationships.
- Collaborate with internal investment/product teams for client servicing.
Sourced from naukri
Skills
Mutual FundsWealth Management