Wealth Manager

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Key Responsibilities:

 Acquire and manage High Net-Worth Individual (HNI/UHNI) clients for PMS products.

 Drive business development through direct sourcing, referrals, and partner channels.

 Build strong long-term relationships with clients to drive repeat business and referrals.

 Understand client risk profiles and recommend appropriate investment solutions.

 Meet and exceed sales targets (monthly/quarterly AUM targets).

 Coordinate with the internal research, operations, and compliance teams for smooth client onboarding and servicing.

 Conduct regular portfolio reviews and investment performance discussions with clients.

 Stay updated with capital market trends, PMS product offerings, and SEBI regulations. 

Desired Candidate Profile:

 3–10 years of relevant experience in PMS, AIF, or Wealth Management sales.

 Strong network of HNI/UHNI clients and proven track record of AUM mobilization.

 Excellent understanding of investment products (PMS, AIFs, mutual funds, bonds, etc.).

 NISM certifications (VA / XA & XB / Level 1/2 for RIA) preferred.

 Excellent interpersonal, negotiation, and client-handling skills.

 Self-driven, target-oriented, and high integrity.