Relationship Manager

Position: investment adviser hni uhni Location: Vadodara, Gujarat, India Department: Wealth Management / Investment Advisory 📢 PrimeIdea Ventures is seeking a Investment Adviser (HNI/UHNI) to join our team. Key Responsibilities M.com / MS Finance / MBA in Finance or related field. 1–2 years of experience in Investment Advisory / Wealth Management / Financial Planning. NISM Certificate required or willing to obtain within the joining period. Key Responsibilities Provide personalized investment advice and financial planning solutions to HNI and UHNI clients. Design and implement goal-based financial plans considering client’s risk appetite, time horizon, and financial objectives. Conduct portfolio analysis and recommend suitable investment strategies across mutual funds, insurance, and other financial products. Manage and grow client relationships through consistent communication and portfolio reviews. Acquire new clients through referrals, networking, and business development activities. Stay updated on market trends, product knowledge, and regulatory guidelines. Compensation & Benefits Salary: ₹1,80,000 – ₹2,24,000 per annum Incentives: Attractive performance-based incentives Perks: Additional allowances and benefits Note: Comprehensive training will be provided on various financial products, client management, and advisory techniques. If you’re passionate about the financial-services industry, enjoy building relationships, and thrive in a fast-paced B2B environment, we’d love to hear from you! To apply, please submit your resume and a brief cover letter