Wealth Manager

Career Solution New Delhi

4 - 10 years

4 - 10 Lacs

Panipat Haryana India

Posted:16 hours ago| Platform: Foundit logo

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Skills Required

Wealth Management Mutual Funds Hni Sales Portfolio Management Private Banking

Work Mode

On-site

Job Type

Full Time

Job Description

Key Deliverables: Manage investment portfolios for HNI and NRI clients Drive mutual fund sales and cross-sell wealth products Provide tailored financial solutions and portfolio strategies Ensure compliance with NISM mutual fund certification Role Responsibilities: Acquire and retain HNI and Ultra HNI clients Conduct financial planning and risk profiling Deliver regular portfolio performance reviews Coordinate with internal teams for seamless service delivery

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Wealth Manager