Sr Wealth Manager -AVP / VP/Equity/Derivatives/PMS, AIFs, Bonds, MF

8 - 13 years

35 - 65 Lacs

kolkata delhi / ncr mumbai (all areas)

Posted:11 hours ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

Acquire and manage HNI/UHNI clients via networking, referrals, and strategic partnerships. Provide advisory on Mutual Funds, Bonds, SIPs, AIFs, Equities, Commodities & Currency. Achieve AUM & revenue targets, ensuring long-term client satisfaction.

Required Candidate profile

7–15 yrs in Wealth Management/Broking, proven success managing large AUM portfolios. Strong market knowledge, investment expertise, communication, networking & leadership skills. Client-focused

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