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4 - 9 years
6.0 - 16.0 Lacs P.A.
Pune, Hyderabad, Mumbai (All Areas)
Posted:2 months ago| Platform: 
Work from Office
Full Time
1. Client Acquisition & Relationship Management Identify and acquire new HNWI and ultra-HNWI clients through networking, referrals, and direct engagement. Build and maintain strong relationships with clients by understanding their financial goals, risk appetite, and investment preferences. Offer personalized financial planning and advisory services to ensure long-term wealth growth. 2. Investment Advisory & Portfolio Management Recommend suitable investment products such as mutual funds, PMS, alternative investments, bonds, structured products, and insurance solutions. Conduct regular portfolio reviews and provide market insights to optimize client portfolios. Stay updated with financial market trends, regulatory changes, and global economic conditions to guide investment decisions.
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Pune, Hyderabad, Mumbai (All Areas)
6.0 - 16.0 Lacs P.A.
