Wealth Executive

Position: Wealth Executive

Job Overview

Key Roles & Responsibilities

1. Client Acquisition & Relationship Management

• Acquire and service preferred, affluent, and high-net-worth clients.
  
• Build and grow AUM through Mutual Funds, PMS, Structured Products, and other investment solutions.
  
• Maintain strong, ongoing client relationships and ensure high client satisfaction.
  

2. Investment Advisory

• Provide end-to-end financial planning and investment advice to retail and affluent clients.
  
• Manage and review clients overall financial portfolios while increasing wallet share from existing clients.
  

3. Market & Client Mapping

• Track the affluent and super-affluent segments in the region for new business opportunities and client acquisition.
  

4. Research & Portfolio Planning

• Stay updated on market trends, investment opportunities, and product changes.
  
• Evaluate suitability of various investment options for client portfolios.
  

5. Cross-Functional Coordination

• Work closely with research and product teams to finalize investment strategies tailored to client needs.
  

6. Business Development Activities

• Participate in and support seminars, workshops, client events, and other business development initiatives.

Preferred Candidate Profile

• Experience:

• 14 years of experience in Wealth Management, Investment Advisory, Mutual Funds Distribution, Banking, Broking, or Financial Product Sales.

Education:

• Graduate/Postgraduate in Finance, Commerce, Business Management, or related fields.

• Skills & Competencies:

• Strong understanding of financial products: Mutual Funds, PMS, Bonds, Insurance, and Structured Products.
  
• Excellent communication, presentation, and interpersonal skills.
  
• Ability to build long-term client relationships and deliver high-quality advisory.
  
• Target-oriented mindset with strong sales and negotiation abilities.
  
• Good analytical skills with the ability to interpret research reports and market trends.
  

• Personal Attributes:

• Self-driven, proactive, and goal-oriented.
  
• High level of integrity and client-first approach.
  
• Professional appearance and confident personality.
  

• Other Requirements:

• Comfortable with field meetings and regular client interactions.
  
• Local candidates from

  Hubli / Mysuru

  or those willing to relocate will be preferred.