Client Portfolio Advisor

Location – Bangalore/Mumbai

Position: Wealth Manager

Broader Role / Responsibilities:

Acquisition of Wealth Clients:

1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leads

of Affluent & Super Affluent client base from the existing pool of clients within

the company will be given.

2. Build up the sales funnel via Client Meetings or Virtual Presentations to clients.

3. To conduct and assist in organizing seminars, workshops and other business

development activities.

4. Prior experience of working in a wealth management firms, Private banking,

PMS Advisory, AIF Acquisition or High ticket MF Sales with exposure to HNI

client management .

5. Minimum Entry level Portfolio amount would be Rs 1 crore and above.

Advisory and Relationship Management

6. Maintaining client relationships and gene...