Wealth Manager

About HENOX Capital

HENOX Capital and Finserv Pvt Ltd is a leading financial services firm specializing in mutual funds, bonds, PMS, AIF, insurance, and loan distribution. With a vision to provide integrated wealth solutions, we empower individuals and businesses to achieve financial well-being.

Key Responsibilities:

• Acquire and manage high-net-worth (HNI) and affluent clients for their investment and financial planning needs.
• Understand client requirements and provide personalized investment advisory across mutual funds, PMS, AIF, bonds, insurance, and other wealth products.
• Generate and convert leads through networking, referrals, and digital channels.
• Conduct portfolio reviews and suggest rebalancing or new investment opportunities.
• Cross-sell relevant financial products in line with client risk appetite and goals.
• Maintain client relationships with a high level of service and regular communication.
• Coordinate with internal product and operations teams for seamless transaction execution.
• Meet monthly sales and revenue targets as per company goals

Desired Candidate Profile:

• Bachelor’s degree (Finance/Commerce/Economics preferred); MBA/CFP/NISM certified candidates will be preferred.
• Strong understanding of mutual funds, PMS, AIFs, bonds, and insurance products.
• Proven ability to manage HNI/retail client relationships.
• Excellent communication, interpersonal, and client-handling skills.
• Self-driven, target-oriented, and ethical in approach.

What We Offer:

• Attractive salary + performance-based incentives

• Cutting-edge digital tools and client platforms

• Continuous learning & training support

• Professional and growth-focused work culture

• Opportunity to work with a fast-growing financial group

Job Type: Full-time

Pay: ₹300,000.00 - ₹450,000.00 per year

Benefits:

• Health insurance
• Provident Fund

Work Location: In person