Job Requirements:
•Minimum Education Requirement Bachelor's degree
•Experience 10- 15 Years
•Self-driven professional who has prior experience working with HNI/ Entrepreneurs and large promoter families of the country.
•Should have ample experience in the wealth management space
•Should have strong connects and relationship with the relevant client pool.

Job Responsibilities:
•Will be working with a highly motivated and productive team which has been a trendsetter in the Wealth management space.
•Wealth management is responsible for the sales, advisory and management of wealth management client portfolio. Work Includes:
•Providing financial advice and implementing financial planning recommendations for high net-worth clients.
•Will be responsible for building AUM in products like Mutual Funds – Equities/Debt, PMS, Bonds, AIF, Structured products & Private Equities
•Determining whether life changes, economic changes, environmental concerns, or financial performance indicate a need for the plan reassessment.
•Buying & selling stock research to the client.
•Managing investments.
•Building client relationships and actively engaging in client acquisition.
•Addressing client needs through product Solutions.
•Assuring service quality and client satisfaction.
•Complying with all company policies and procedures.
•Maintaining current knowledge of wealth products solutions.