Position: Wealth Manager
- Location: Mumbai (Prabhadevi)
- Experience: 4-10 years in wealth management, mutual funds, insurance broking, or equity & derivative sales
Role Overview:
We are looking for a seasoned professional to acquire and manage HNI/UHNI clients,
offering customized investment solutions like Mutual Funds, PMS, Insurance, and more. This role involves client onboarding,
financial planning, relationship management, and closing high-value deals.
Key Responsibilities:
- • Acquire & onboard HNI/UHNI clients
- • Deliver tailored investment strategies
- • Maintain strong client relationships & drive retention
- • Achieve sales & revenue targets
- • Leverage networks for referrals and lead generation
Key Metrics:
- • 5–10 new HNI/UHNI clients per quarter
- • ₹50L–1Cr AUM/client
- • ₹25L+ revenue/quarter
- • 30%+ lead conversion rate