Wealth Manager

2 days ago

New Delhi, India TIGI HR Full time

Wealth Manager – HNI Acquisition (Asst. Manager / Manager / Sr. Manager)Locations: Chennai | Kolkata | Hyderabad | Ahmedabad | Mumbai | Pune | Bangalore | Delhi- Experience: 2 – 5 YearsAbout the RoleWe are seeking highly motivated and dynamic professionals to join our team as Wealth Managers – HNI Acquisition. The role involves building and managing relationships with High Net Worth Individuals (HNIs) while offering them tailored investment solutions across equity-based products.Key Responsibilities- Responsible for selling Equity-based investment products to clients. - Identify customer needs, assess risk appetite, and recommend appropriate investment options. - Achieve monthly sales targets as assigned by the organization. - Maintain regular client engagement and provide timely updates to reporting managers. - Build long-term relationships with HNI clients to grow Assets Under Management (AUM).Required Education, Skills & Knowledge- Graduate / Post-Graduate in any discipline. - 2–5 years of experience in direct sales of financial products such as Equity, Mutual Funds, Commodities, or Derivatives. - Candidates with AUM size of ₹20 Cr & above and strong HNI network will be preferred. - Excellent communication and presentation skills. - Pleasing personality with a positive and professional attitude. - Self-starter, proactive, and target-driven individual. - Strong relationship management and client servicing skills.Why Join Us?- Opportunity to work with a leading wealth management brand. - Attractive performance-based incentives. - Dynamic and growth-oriented work environment.If you are passionate about wealth management, client acquisition, and delivering value-driven investment solutions, we’d love to connect with youApply Now or share your profile at [sumit.patel@tigihr.com / https://tigihr.com/job-details/3420/wealth-manager-hni-acquisition/in-delhi]

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