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Topgear Consultants
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Affluent Wealth Relationship Manager

Affluent Wealth Relationship Manager

Topgear Consultants

3 - 8 years

10 - 18 Lacs

chennai

Posted:None| Platform:

Apply

Skills Required

portfolio management mutual funds hni client handling wealth management sales private banking nism hni sales aum portfolio amc asset management investment advisory investment products

Work Mode

Work from Office

Job Type

Full Time

Job Description

Job Title

Location

HNI (High Net Worth Individual)

Key Responsibilities

Bring in and manage
Affluent & Super Affluent clients
.
Advise clients on their
financial portfolios
, investments, and wealth-building strategies.
Generate
AUM (Assets Under Management)
and deepen wallet share from existing clients.
Track market opportunities and
acquire new HNI clients
.
Collaborate with internal
product and research teams
to offer tailored investment solutions.
Participate in
business development activities
like workshops and seminars.

What We’re Looking For

Minimum experience in
HNI client handling, investment advisory
, and
financial planning
.
Solid understanding of
wealth management products
and financial markets.
Strong
relationship-building and sales skills
.
Prior experience in the
BFSI sector
is preferred.

Interested? Apply Now!

Please share the following details to:

chinmaya@topgearconsultants.com

Current Location:

Preferred Location:

Highest Qualification:

Total Experience:

Current CTC:

Expected CTC:

Notice Period:

Availability for Interview (Date & Time):

Attach your Resume

Thanks & Regards,

Chinmaya | HR Associate

www.topgearconsultants.com

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