Key Responsibilities:
a)Manage and expand the wealth management business of the firm
b) Advise clients on Mutual Funds, AIFs, and Private Equity opportunities
c) Build and maintain relationships with HNI and UHNI investors
d) Source and onboard new clients through networking and referrals
e) Managing client relationships / deal sourcing / execution (as applicable)
f) Ensuring compliance with applicable regulations and company policies
Key Requirements:
Minimum 3+ years of experience in the wealth management domain
Strong experience in portfolio management for HNI/NRI clients
Excellent relationship management and advisory skills
Ability to drive revenue growth and provide tailored investment solutions
Candidates with an existing HNI/UHNI client base will be preferred
Candidates must be residing in Delhi-ncr
Pay: ₹30,000.00 - ₹100,000.00 per month
Work Location: In person
