Essential Duties and Responsibilities:  Develop and maintain strong, trusted relationships with HNI/Ultra HNI clients.  Understand clients' financial objectives, risk tolerance, and investment preferences to tailor personalized investment strategies/portfolios.  Provide ongoing communication and proactive updates to clients regarding portfolio performance, asset allocation and market developments to identify opportunities & risks.  Stay abreast of industry best practices, regulatory changes, and emerging investment trends to provide informed advice and innovative solutions to clients.  Acquire new clients (via references from existing clients & open market) and Increase engagement of existing clients by providing complete financial planning solutions & portfolio reviews.  Accountable to achieve annual targets on AUM & revenue in the respective geography. Aiming for consistent growth of customer wallet share and book size.  Participate in client meetings, presentations, and educational seminars to showcase the firm's capabilities and expertise. Personnel Specification* Education Master’s Degree from an accredited Collage Experience 8 Years’ experience in investment management, wealth advisory, or related financial services roles. Skill Sets  Communication Skills (Must be multilingual with excellent communication)  Market knowledge (understand the dynamics of financial business)  Resourcefulness  Convincing Skills  Analytical skills Other Requirements (if any) NA Behavioural Competencies  Service oriented  Perseverance  Interpersonal skills  Cultural sensitivity  Willingness to learn  Initiative  Teamwork and Cooperation  Result Oriented If interested to explore, share your updated resume mentioning current and expected ctc. Follow us for more job updates Show more Show less

We are looking to hire Playing Captain across Pan India - Different Location for NBFC. Role Description This is a full-time role for a Playing Captain - Wealth Management . The Playing Captain will be responsible for leading wealth management strategies, overseeing financial planning, and providing personalized investment solutions. Location : Mumbai , Lucknow , Kolkata , Bangalore , Hyderabad , Chennai , Kerala , Indore Qualifications Financial Planning, Investment Management, and Wealth Management skills Excellent People management skills Has to get his own team of 2 - 5 RM wealth Thorough knowledge of AIF , PMS , Mutual Fund , Equity , Structure Products Strong analytical and problem-solving abilities Excellent communication and interpersonal skills Client relationship management and strategic planning skills Knowledge of financial markets and industry trends Bachelor's degree in Finance, Economics, Business, or related field Relevant certifications such as CFP, CFA, or equivalent are a plus Mail us on synergyhrconsultancy1@gmail.com