wealth manager

Key Responsibilities:
    •    Acquire new HNI / UHNI clients through networking, referrals, and business development initiatives.
    •    Understand client needs, risk appetite, and financial goals to recommend suitable investment products (mutual funds, PMS, AIFs, bonds, insurance, real estate, etc.).
    •    Cross-sell banking and wealth management products to maximize wallet share.
    •    Manage existing client relationships to ensure high levels of satisfaction, retention, and long-term engagement.
    •    Achieve sales and revenue targets consistently.
    •    Stay updated on market trends, investment products, and regulatory changes to provide informed advice.
    •    Coordinate with product, research, and operations teams to deliver seamless client service.
    •    Ensure compliance with all regulatory guidelines and internal policies.⸻ Key Skills & Competencies:
    •    Strong knowledge of wealth management products (Mutual Funds, PMS, AIFs, Insurance, Structured Products, etc.).
    •    Excellent communication, presentation, and relationship management skills.
    •    Sales-driven with strong negotiation and closing abilities.
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