Wealth Manager

Key Responsibilities:

? Manage and grow a high-net-worth portfolio with a minimum book size of ?20 crore ? Source clients via wealth channelsroles like Privi RM, Burgundy RM, Wealth Manager, Imperia RM, Preferred RM ? Offer full-spectrum wealth advisory including equities, derivatives, mutual funds, insurance, debt, and lending solutions ? Build and maintain strong relationships with HNI/UHNI clients ? Coordinate with internal teams (trading, research, product) for seamless service delivery ? Actively cross-sell across products to drive revenue and advisory impact

Key Skills & Qualifications:

? Proven portfolio management with book ??20 CR in HNI/UHNI domain ? Background in wealth-channel sourcing and managing premium client segments ? Strong product knowledge: cash, derivatives, alternate investments, structured products ? Excellent communication, interpersonal skills, and client orientation ? Ability to work in co-ordination with internal teams to fulfil client needs

KPIs & Targets:

? Book growth20 CR minimum with incremental AUM ? New HNI/UHNI acquisition numbers ? Cross-sell ratio across financial product suite ? Client satisfaction and retention metrics