Posted:2 hours ago|
Platform:
On-site
Full Time
Profile: Wealth Manager
Experience: 03 - 05 years
Salary: 10 lpa - 11 lpa
Job timings : 10 am to 7 pm
Location: Parle Point , Surat
Share Cvs on : 6351726273
About the Role:
We are looking for an experienced Wealth Manager who can help high-net-worth clients (HNIs) invest and grow their money smartly and safely. This role is for someone who understands investment products like Mutual Funds, PMS (Portfolio Management Services), Bonds, etc. and can confidently guide clients on where and how to invest.
Key Responsibilities:
Build strong relationships with HNI clients and understand their financial goals
Recommend the right investment products (Mutual Funds, PMS, etc.) based on their needs
Regularly stay in touch with clients and review their investment portfolios
Bring in new HNI clients using your personal network and references
Maintain and grow your book size (client investment portfolio)
Stay updated with new products from Mutual Fund and PMS providers
Job Type: Full-time
Pay: Up to ₹1,100,000.00 per year
Work Location: In person
Speak with the employer
+91 6351726273
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