Preferred Relationship Manager- Wealth

RESPONSIBILITIES & TASKS:
• Acquire, manage, and advise HNI clients across diverse asset classes including Debt, Alternate Assets, Equity Broking, Mutual Funds, PMS, PE, Bonds, and Structured Products.
• Generate leads, build prospects, and leverage networks to identify referrals and on-board new clients.
• Assess client investment needs and risk appetite to design and manage long-term asset allocation strategies.
• Identify and capitalize on new business opportunities with both existing and prospective clients.
• Manage client portfolios by providing financial research, accurate insights, and customized investment solutions.
• Achieve a minimum of 2X revenue and generate an AUM equivalent to 100X of CTC within the first 12 months.
EXPERIENCE:
• Minimum 3 years of proven experience in wealth management, client acquisition, and advisory services.
• Strong expertise in Equities, Mutual Funds, PMS, AIF, MLD, NCD, Fixed Income, along with tax and financial planning.
• Demonstrated ability to manage and grow HNI client portfolios, delivering tailored investment strategies and solutions.
• Track record of being relationship-oriented, with excellent interpersonal skills to build long-term client trust.