Wealth Manager

Job Responsibilities:

• Cater to the investment needs of mass-affluent clients by recommending products such as Mutual Funds (MF), PMS, AIF, Private Equity (PE), Structured Products (SP), Unlisted Shares, Bonds, Direct Equity, and Equity Advisory Products
• Meet required AUM, investor acquisition, and portfolio growth targets
• Provide personalized investment advice and wealth management solutions to HNI and UHNI clients

Required Qualifications:

• Postgraduate degree
• 3–7 years of experience handling HNI and UHNI clients in wealth management
• Strong knowledge of investment products and portfolio management
• Week off: Sunday